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Franklin Mutual Beacon Z BEGRX

Analyst rating as of
NAV / 1-Day Return
18.78  /  0.86 %
Total Assets
3.6 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.820%
Fee Level
Below Average
Longest Manager Tenure
14.80 years
Category
World Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.44%
Turnover
42%
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Morningstar’s Analysis

Will BEGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Personnel losses and increased volatility dim this fund’s appeal.

Senior Analyst

Summary

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Personnel turnover and recent struggles support the downgrade of Franklin Mutual Beacon’s Morningstar Analyst Rating from Bronze to Neutral across its share classes.

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