Franklin Mutual Beacon Fund

Frequently Asked Questions About BEGRX

What does BEGRX invest in?

The Franklin Mutual Beacon Fund primarily allocates capital to equity securities, which may include those convertible into, or anticipated to be exchanged for, common or preferred stock. The fund targets both U.S. and international companies whose market prices, in the view of the investment manager, trade below their inherent value, as determined by objective and recognized fundamental criteria. While its equity holdings largely consist of common stock, the fund retains the flexibility to invest a significant portion—potentially up to 100%—of its assets in foreign securities, including participations in foreign government debt.

What is the expense ratio of BEGRX?

Franklin Mutual Beacon Fund (BEGRX) charges an expense ratio of 0.77%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BEGRX?

Franklin Mutual Beacon Fund (BEGRX) manages $3.44B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BEGRX actively managed or an index fund?

BEGRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BEGRX launched?

Franklin Mutual Beacon Fund (BEGRX) launched in January 1980 and is managed by Franklin Templeton.

How has BEGRX performed?

BEGRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.