Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Franklin Mutual Shares VIP 1
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.15%
Management 0.68%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.67%
Expense Ratio 0.68%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.68%
Waiver Data
Type Date %
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  Management
Inception Date: 1996-11-08
Mngr Name Christian Correa
Mngr Start Date 2020-11-02
Biography
Christian Correa, CFA is a portfolio manager and director of research for Franklin Mutual Series. Mr. Correa has been a lead or co-lead portfolio manager of the Franklin Mutual Beacon Fund since 2007 and co-lead portfolio manager of the Franklin Mutual Global Discovery Fund since 2018. Prior to joining Franklin Mutual Series in 2003, he worked at Lehman Brothers Holdings Inc. He has more than a decade of investment experience. He holds a B.A. from Claremont McKenna College, an M.A. (economics) from Northwestern Univ. and is a graduate of Harvard Law School.
Mngr Name Grace Hoefig
Mngr Start Date 2020-11-02
Biography
Grace Hoefig, Vice President and Portfolio Manager of Franklin Advisory Services. Ms. Hoefig joined Franklin Templeton in February 2008 as a research analyst. She has been in the investment industry for more than 20 years. Prior to joining Franklin Templeton, Ms. Hoefig was a managing director at AXIA Capital Management LLC., and has held senior analyst positions at Heine Securities Co., First Manhattan Co. and Neuberger & Berman.
Investment Advisor(s)
Franklin Mutual Advisers, LLC
Web Site
www.franklintempleton.com
Issuer
Franklin Templeton Investments
Subadvisor(s)
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