Beginning on 10/19/18, Class C shares held for 10 years or more will automatically convert to Class A shares. Thereafter, Class C shares held for 10 years or more will automatically convert to Class A shares on a monthly basis. This conversion allows shareholders to take advantage of the lower expenses offered by Class A shares. Please see the prospectus supplement for more information. If you have any questions, please contact your financial advisor or call Franklin Templeton.
Effective 9/10/18, certain sales charges and commissions paid to dealers on Class A and A1 shares of our mutual funds changed. Please see the prospectus supplement for more information. If you have additional questions, please contact your financial advisor or call Franklin Templeton.
Franklin Mutual Quest Fund has changed its September distribution date from early September to early October. This change will allow the fund to more accurately capture necessary distribution data. The fund will also continue to make distributions in December. For more information, please contact your financial advisor or Franklin Templeton Shareholder Services.
Read important information about results and other investment disclosures
Month EndAs of |
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since InceptionInception |
---|---|---|---|---|---|
Fund without Sales Charge (%) (NAV) | |||||
Fund with Sales Charge (%) (POP) | |||||
MSCI World Value Index-NR (%) | |||||
Bloomberg Barclays US Corporate High Yield Index (%) | — |
Quarter EndAs of |
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since InceptionInception |
---|---|---|---|---|---|
Fund without Sales Charge (%) (NAV) | |||||
Fund with Sales Charge (%) (POP) | |||||
MSCI World Value Index-NR (%) | |||||
Bloomberg Barclays US Corporate High Yield Index (%) | — |
Month EndAs of |
1 YR | 3 YR | 5 YR | 10 YR | |
---|---|---|---|---|---|
Fund without Sales Charge (%) (NAV) | Before Shares Sold | — | — | — | — |
Fund without Sales Charge (%) (NAV) | After Shares Sold | — | — | — | — |
Fund with Sales Charge (%) (POP) | Before Shares Sold | — | — | — | — |
Fund with Sales Charge (%) (POP) | After Shares Sold | — | — | — | — |
Quarter EndAs of |
1 YR | 3 YR | 5 YR | 10 YR | |
---|---|---|---|---|---|
Fund without Sales Charge (%) (NAV) | Before Shares Sold | — | — | — | — |
Fund without Sales Charge (%) (NAV) | After Shares Sold | — | — | — | — |
Fund with Sales Charge (%) (POP) | Before Shares Sold | — | — | — | — |
Fund with Sales Charge (%) (POP) | After Shares Sold | — | — | — | — |
Read important information about results and other investment disclosures
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
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Fund without Sales Charge (%) (NAV) | ||||||||
Fund with Sales Charge (%) (POP) | ||||||||
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Read important information about results and other investment disclosures
Month EndAs of |
3 Month | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Inception
since |
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Fund without Sales Charge (%) (NAV) | |||||||
Fund with Sales Charge (%) (POP) | |||||||
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— |
Quarter EndAs of |
3 Month | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Inception
since |
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Fund without Sales Charge (%) (NAV) | |||||||
Fund with Sales Charge (%) (POP) | |||||||
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— |
3 YR | 5 YR | 10 YR | |
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Standard Deviation (Fund) | |||
Standard Deviation ( |
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Beta | |||
Sharpe Ratio | |||
Information Ratio | |||
Tracking Error |
3 YR | 5 YR | 10 YR | |
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Beta Bull | |||
Beta Bear | |||
Bull Bear Capture Ratio | |||
Gains/Losses |
Gross Expense Ratio |
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Net Expense Ratio [further-information] |
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Max Initial Sales Charge |
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CDSC | — |
Beta |
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Sharpe Ratio |
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Standard Deviation |
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A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.
Performance data represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.