Franklin Mutual Financial Services Fund Class A (TFSIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 7.15% | 3.82% | 3.32% |
Year-to-Date | 5.83% | 0.88% | 4.95% |
1 Year | 19.08% | 0.00% | 19.08% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
41%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 41% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.46%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,796
Real cost (fees + lost compounding)
$2,228
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
93%
Return in excess of styles
(over past year)
-8.82%