Franklin Mutual Beacon Fund (BEGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BEGRX
BEGRX charges 0.77% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among BEGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | BEGRX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | BEGRX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | BEGRX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | BEGRX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | BEGRX vs VMNVX |
Best Risk-Adjusted Alternatives to BEGRX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | BEGRX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | BEGRX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | BEGRX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | BEGRX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | BEGRX vs GLIFX |
Top Performing BEGRX Alternatives (YTD)
BEGRX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | BEGRX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | BEGRX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | BEGRX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | BEGRX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | BEGRX vs GQRIX |
Lowest Volatility Alternatives to BEGRX
BEGRX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | BEGRX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | BEGRX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | BEGRX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | BEGRX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | BEGRX vs GLIFX |
Lowest Drawdown Alternatives to BEGRX
BEGRX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | BEGRX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | BEGRX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | BEGRX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | BEGRX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | BEGRX vs FGIAX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | BEGRX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | BEGRX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | BEGRX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | BEGRX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | BEGRX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | BEGRX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | BEGRX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | BEGRX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | BEGRX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | BEGRX vs SHAPX |
Often Compared With BEGRX
What investors most often compare with BEGRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin Mutual Shares Fund | Diversified Portfolio | 13 | -3.98% | Jun 30, 1949 | BEGRX vs MUTHX | |
| Fidelity Magellan Fund | Large Cap Growth Equities | 22 | -10.50% | May 2, 1963 | BEGRX vs FMAGX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | BEGRX vs FCNTX | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | BEGRX vs VFIAX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | BEGRX vs FSELX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | BEGRX vs SNXFX | |
| S&P 500 Index | 74 | -4.63% | — | BEGRX vs ^GSPC |
Compare BEGRX with Any Fund or Stock
Compare BEGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.