Franklin Mutual Funds List
Here you can find all mutual funds issued by Franklin and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.95%
- Avg. 1 Year Return
- 9.41%
- Avg. 5 Year Return
- 5.79%
- Median Risk/Return Score
- 44 / 100
Franklin Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Rising Dividends Fund Advisor Class | Dividend | — | 0.43% | 6.77% | 11.57% | 9.85% | 35 |
Explore top Franklin Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Franklin Mutual funds by Risk/Return Score
The top Franklin Mutual funds by PortfoliosLab Risk/Return Score are FVCAX (88) and FCOQX (87).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Franklin California High Yield Municipal Fund Advi... | 88 | — | May 1993 | |
| Franklin Colorado Tax-Free Income Fund Class A | 87 | — | Sep 1987 | |
| Franklin Global Allocation Fund Class C | 53 | — | Aug 2003 | |
| Franklin Rising Dividends Fund Advisor Class | 35 | — | — | |
| Franklin Mutual Global Discovery Fund Class A | 22 | — | Dec 1992 |
Best-Performing Franklin Mutual funds Over 5 Years
The top Franklin Mutual funds is TEDIX (9.91%).
Across the lineup, Franklin Mutual funds show an average 1-year return of 9.41% and an average 5-year return of 5.79%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Franklin Mutual Global Discovery Fund Class A | 9.91% | — | Dec 1992 | |
| Franklin Growth Opportunities Fund Class A | 9.84% | — | Jun 1999 | |
| Franklin Rising Dividends Fund Advisor Class | 7.82% | — | — | |
| Franklin Global Allocation Fund Class C | 6.79% | — | Aug 2003 | |
| Franklin California High Yield Municipal Fund Advi... | 0.46% | — | May 1993 |
Lowest-Cost Franklin Mutual funds
The top Franklin Mutual funds is FRDAX (0.43%).
With an average expense ratio of 0.95%, Franklin Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Franklin Rising Dividends Fund Advisor Class | 0.43% | — | — | |
| Franklin California High Yield Municipal Fund Advi... | 0.55% | — | May 1993 | |
| Franklin Colorado Tax-Free Income Fund Class A | 0.85% | — | Sep 1987 | |
| Franklin Growth Opportunities Fund Class A | 0.89% | — | Jun 1999 | |
| Franklin Mutual Global Discovery Fund Class A | 1.21% | — | Dec 1992 |
Highest-Yield Franklin Mutual funds
The top Franklin Mutual funds is FGRAX (18.63%).
Across the lineup, Franklin Mutual funds show an average dividend yield of 8.50%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Franklin Growth Opportunities Fund Class A | 18.63% | — | Jun 1999 | |
| Franklin Mutual Global Discovery Fund Class A | 10.35% | — | Dec 1992 | |
| Franklin Rising Dividends Fund Advisor Class | 9.85% | — | — | |
| Franklin California High Yield Municipal Fund Advi... | 4.49% | — | May 1993 | |
| Franklin Global Allocation Fund Class C | 4.48% | — | Aug 2003 |
Top Mutual funds Issuers
Fidelity · 970 Mutual fundsBlackRock · 357 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 158 Mutual fundsJPMorgan · 125 Mutual fundsPIMCO · 125 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsVoya · 99 Mutual fundsColumbia · 97 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsHartford · 69 Mutual fundsFederated · 68 Mutual fundsJanus Henderson · 65 Mutual fundsPrincipal · 65 Mutual fundsTIAA Investments · 64 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.