Personnel turnover and recent struggles support the downgrade of Franklin Mutual Beacon’s Morningstar Analyst Rating from Bronze to Neutral across its share classes.
Will BEGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BEGRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BEGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BEGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.