Franklin Mutual Beacon Fund (BEGRX) Research

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.

Market snapshot

Symbol
BEGRX
Price
$18.80
Day change
+0.37%
Market cap
$3.5B
52-week range
17.47-19.85
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds College 2036 Fund (CCFAX)
  • Janus Henderson Contrarian Fund (JCNCX)
  • Janus Henderson Mid Cap Value Fund (JMVCX)
  • MFS Conservative Allocation Fund (MACFX)
  • iShares Russell 2000 Small-Cap Index Fund (MASKX)
  • iShares Russell 2000 Small-Cap Index Fund (MDSKX)
  • Neuberger Berman Sustainable Equity Fund (NBSRX)
  • T. Rowe Price Large-Cap Value Fund (TRLUX)

Open Franklin Mutual Beacon Fund (BEGRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.