the fund substantially lagged the category and both benchmarks on both total and risk-adjusted returns. Meanwhile, the W shares of Franklin Mutual US Value, which went through the same team ...
The mutual fund’s portfolio usually holds around 100-120 stocks, with about 25% of assets invested in the top 10 holdings. As of December 2023, those included mega-cap bank Wells Fargo WFC ...
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...