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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MUTHX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MUTHX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | MUTHX vs FYMIX |
Best Risk-Adjusted Alternatives to MUTHX
MUTHX has a PortfoliosLab risk / return rank of 17. There are 513 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 | 97 | — | Dec 2009 | MUTHX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | MUTHX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | MUTHX vs AYBLX |
Top Performing MUTHX Alternatives (YTD)
MUTHX is at 3.90% YTD. There are 442 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | MUTHX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | MUTHX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | MUTHX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | MUTHX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | MUTHX vs SMIFX |
Lowest Volatility Alternatives to MUTHX
MUTHX has 11.56% 1-year volatility. There are 463 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | MUTHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | MUTHX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | MUTHX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MUTHX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | MUTHX vs CSTAX |
Lowest Drawdown Alternatives to MUTHX
MUTHX has a 1-year max drawdown of -9.21%. There are 499 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | MUTHX vs FSRKX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 19 | 10.18% | — | Jan 1968 | MUTHX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -1.84% | — | May 1969 | MUTHX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 4.34% | — | — | MUTHX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 24 | 4.76% | — | Apr 1948 | MUTHX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.33% | — | Jun 2011 | MUTHX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.20% | — | Jan 1987 | MUTHX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.54% | — | Aug 1997 | MUTHX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 7 | 1.90% | — | Oct 1983 | MUTHX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.46% | — | Aug 1997 | MUTHX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 4.32% | — | Mar 1970 | MUTHX vs SHAPX |
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