Franklin Mutual Shares Fund (MUTHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MUTHX
MUTHX charges 0.75% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MUTHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MUTHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MUTHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MUTHX vs TSAIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | MUTHX vs MAANX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MUTHX vs FYMIX |
Best Risk-Adjusted Alternatives to MUTHX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MUTHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MUTHX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MUTHX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | MUTHX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MUTHX vs PMAIX |
Top Performing MUTHX Alternatives (YTD)
MUTHX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | MUTHX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | MUTHX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | MUTHX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | MUTHX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | MUTHX vs TPDAX |
Lowest Volatility Alternatives to MUTHX
MUTHX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MUTHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | MUTHX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MUTHX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | MUTHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MUTHX vs SICIX |
Lowest Drawdown Alternatives to MUTHX
MUTHX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MUTHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MUTHX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MUTHX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MUTHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MUTHX vs SICIX |
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 | 31 | -10.96% | Jan 2, 1968 | MUTHX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 95 | 5.72% | May 18, 1969 | MUTHX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 2.96% | — | MUTHX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 45 | -5.57% | Apr 1, 1948 | MUTHX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 36 | -2.58% | Jan 14, 1987 | MUTHX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 24 | 16.71% | Jun 10, 2011 | MUTHX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | -9.62% | Aug 29, 1997 | MUTHX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 26 | -7.17% | Oct 24, 1983 | MUTHX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 3.03% | Aug 28, 1997 | MUTHX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 48 | -3.71% | Mar 10, 1970 | MUTHX vs SHAPX |
Often Compared With MUTHX
What investors most often compare with MUTHX, 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.