Effective on or about 3/1/19, Franklin Balance Sheet Investment Fund will change its name to Franklin Mutual U.S. Value Fund and modify its principal investment strategies. If you have any questions, please contact your financial professional or Shareholder Services.
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 professional 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 professional or call Franklin Templeton.
The fund seeks high total return by investing at least 80% of its assets in U.S. equity securities that the fund manager believes are available at market prices less than their value based on certain recognized or objective criteria.
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Historical Style | Medium | |||
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We employ a long-term, straightforward, disciplined approach to investing in securities of companies of any size and market capitalization. Before investing, companies must meet the following criteria:
We may also consider:
What Are the Risks?
Speak with your financial professional about whether this fund is appropriate for you.
Learn more from FINRA about How to Find and Work with an Investment Professional.
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.