Franklin Mutual Global Discovery Fund

Franklin Mutual Series Funds · 5 share classes

Actively managed global equity fund
One fund, 5 share classes:TEDIXTEDSXMDISXTEDRXFMDRX
$9.02B NAV
70 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

Franklin Mutual Global Discovery Fund is an actively managed global equity fund.

Asset class
Equity
Region
Global
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

Capital appreciation.

Strategy · summarised

The fund employs fundamental value analysis to select undervalued equity securities trading below their assessed intrinsic value, examining cash flow potential, earnings multiples, book value, and ESG considerations where applicable. The portfolio is weighted toward large- and mid-cap U.S. and foreign companies, with at least 30% in foreign securities and up to 25% in emerging markets, and may also include merger arbitrage and distressed debt. Because security selection depends on the investment manager's individual analysis of fundamental value with no preset screening criteria, portfolio composition will diverge from any benchmark.

Expenses
0.89% 1.95%across 5 share classes
Share classExpense ratio
TEDIX1.20%
TEDSX1.95%
MDISX0.95%
TEDRX1.45%
FMDRX0.89%

Portfolio turnover 42.28% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.84%
of net assets
Stocks96.78%
Loans1.34%
Cash & short-term1.24%
Bonds0.45%
Derivatives0.03%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
International51.7%
Financials12.0%
Health Care8.4%
Communication Services6.2%
7 smaller21.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 5 new5 exited

New: MSFT, RELX plc, United Utilities Group plc, INTU, SSE plc

Exited: ZBH, ADBE, Capgemini SE, Stellantis NV, Cie Financiere Richemont SA

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+17.42%+43.87%+57.21%12.21%-8.00%
+16.53%+40.62%+51.38%12.20%-8.06%
+17.68%+44.92%+59.16%12.21%-7.97%
+17.12%+42.76%+55.22%12.22%-8.03%
+17.77%+45.23%+59.76%12.22%-7.98%

These classes hold the same portfolio, so the 8.38pp spread over 5 years is the cost difference between them — roughly 1.68pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
8.70%
Avg maturity
5.24 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

75%
floating
Floating rate74.9%
Fixed rate25.1%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

1-3y5-10y
1-3y24.3%
3-5y13.2%
5-10y62.5%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Microsoft Corp.MSFT2.97%$267.82M
Merck & Co., Inc.MRK2.65%$238.61M
BNP Paribas SA2.64%$237.91M
Roche Holding AG2.34%$210.77M
EOG Resources, Inc.EOG2.24%$202.29M
British American Tobacco plc2.20%$198.37M
Bank of America Corp.BAC2.20%$197.99M
Arthur J Gallagher & Co.AJG2.10%$189.62M
AerCap Holdings NV2.09%$188.75M
Airbus SE2.09%$188.82M
Showing 10 of 70Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 23.53% of net assets, top 25 51.56%, across 68 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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