Franklin Mutual Beacon Fund (BEGRX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BEGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BEGRX
BEGRX charges 0.77% annually. There are 61 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | BEGRX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BEGRX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BEGRX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BEGRX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | BEGRX vs VMNVX |
Best Risk-Adjusted Alternatives to BEGRX
BEGRX has a PortfoliosLab risk / return rank of 21. There are 176 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | BEGRX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | BEGRX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | BEGRX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | BEGRX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | BEGRX vs JGYIX |
Top Performing BEGRX Alternatives (YTD)
BEGRX is at 0.48% YTD. There are 225 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | BEGRX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | BEGRX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | BEGRX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | BEGRX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | BEGRX vs PRGSX |
Lowest Volatility Alternatives to BEGRX
BEGRX has 10.88% 1-year volatility. There are 30 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | BEGRX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | BEGRX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | BEGRX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | BEGRX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | BEGRX vs SGMAX |
Lowest Drawdown Alternatives to BEGRX
BEGRX has a 1-year max drawdown of -9.92%. There are 81 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BEGRX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | BEGRX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | BEGRX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | BEGRX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BEGRX vs LVAFX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | BEGRX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | BEGRX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | BEGRX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | BEGRX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | BEGRX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | BEGRX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | BEGRX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | BEGRX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | BEGRX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | BEGRX vs SHAPX |
Often Compared With BEGRX
Investors most often compare BEGRX with MUTHX, FMAGX, SNXFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BEGRX with Any Fund or Stock
Compare BEGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BEGRX with funds that move differently
Franklin Mutual Beacon Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BEGRX.
Explore BEGRX Diversifiers