Franklin Mutual European Z (MEURX - MF report) a Zacks Ranked #1 (Strong Buy) seeks principal Investment goal is capital appreciation, which may occasionally be short-term. Its secondary goal is income. MEURX invests a large portion of its net assets in securities of European companies. Shareholders are given 60 days’ advance notice of any change to the 80% policy regarding investment in securities of European companies. MEURX declares dividends twice each calendar year. Capital gains are distributed at least annually.

This Europe - Equity fund, as of the last filing, allocates their fund in three major groups; High Yield Bond, Foreign Stock, Foreign Bond. Further, as of the last filing, AP Moller Maersk AS, Direct Line Insurance Group (DIISY) and Accor SA (ACRFF) were the top holdings for MEURX.

The Franklin Mutual European Z fund, managed by Franklin/Temp, carries an expense ratio of 1.04, and requires a minimal initial investment of $1,000.

MEURX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 2.98%, 3 year 16.72%, and 5 year 10.11%. To see how this fund performed compared in its category, please click here.

MEURX’s performance, as of the last filing, when compared to funds in its category was in the top 6% in 1 year, top 40% over the past 3 years, and in the top 74% over the past 5 years.