Franklin Mutual Shares Fund (MUTHX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MUTHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MUTHX
MUTHX charges 0.75% annually. There are 325 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | MUTHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MUTHX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | MUTHX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MUTHX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MUTHX vs BWBIX |
Best Risk-Adjusted Alternatives to MUTHX
MUTHX has a PortfoliosLab risk / return rank of 45. There are 421 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | MUTHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MUTHX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MUTHX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | MUTHX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | MUTHX vs FSRRX |
Top Performing MUTHX Alternatives (YTD)
MUTHX is at 8.81% YTD. There are 120 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | MUTHX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | MUTHX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | MUTHX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | MUTHX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | MUTHX vs BRUFX |
Lowest Volatility Alternatives to MUTHX
MUTHX has 11.54% 1-year volatility. There are 447 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | MUTHX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | MUTHX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | MUTHX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | MUTHX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MUTHX vs CSTAX |
Lowest Drawdown Alternatives to MUTHX
MUTHX has a 1-year max drawdown of -9.21%. There are 498 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | MUTHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MUTHX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MUTHX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MUTHX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MUTHX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | MUTHX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | MUTHX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | MUTHX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | MUTHX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | MUTHX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | MUTHX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | MUTHX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | MUTHX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | MUTHX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | MUTHX vs SHRAX |
Often Compared With MUTHX
Investors most often compare MUTHX with MEIAX, BEGRX, SPY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare MUTHX with Any Fund or Stock
Compare MUTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MUTHX with funds that move differently
Franklin Mutual Shares Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MUTHX.
Explore MUTHX Diversifiers