OLYMY - Franklin Mutual International Value Fund Q4 2024 Commentary
2025-01-29 14:30:00 ET
Summary
- The fund seeks capital appreciation, with income as a secondary goal, by investing at least 80% of its net assets in the securities of issuers outside the United States.
- During the fourth quarter of 2024, non-US stocks, as measured by the MSCI EAFE Index, were pressured by investor concerns about economic growth and persistent inflation in some regions and despite the potential for further interest-rate cuts in 2025.
- The European Central Bank continues to ease amid economic weakness but remains data driven in its decisions.
Performance Data
Average Annual Total Returns1 (%)
1 Mth |
3 Mths |
1 Year |
3 Year |
5 Year |
10 Year |
Since Inception |
Inception Date |
Class Z - With Sales Chargesa |
-2.92 |
-6.75 |
3.67 |
6.31 |
5.59 |
4.99 |
9.11 |
07/03/1996 |
Class Z - Without Sales Chargesa |
-2.92 |
-6.75 |
3.67 |
6.31 |
5.59 |
4.99 |
9.11 |
07/03/1996 |
Class A - With Sales Chargesa |
-8.30 |
-11.94 |
-2.29 |
4.05 |
4.14 |
4.13 |
8.55 |
07/03/1996 |
Class A - Without Sales Chargesa |
-2.96 |
-6.81 |
3.40 |
6.04 |
5.32 |
4.72 |
8.77 |
07/03/1996 |
MSCI EAFE Value Index-NR |
-1.79 |
-7.12 |
5.68 |
5.88 |
5.09 |
4.31 |
- |
- |