Skip to Content

Franklin Mutual Shares Z MUTHX

Analyst rating as of
NAV / 1-Day Return
29.96  /  0.30 %
Total Assets
8.4 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.800%
Fee Level
Below Average
Longest Manager Tenure
20.23 years
Category
Allocation--85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.78%
Turnover
21%
Premium

Morningstar’s Analysis

Will MUTHX outperform in future?

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

Personnel turnover and weak execution dent this fund’s appeal.

Senior Analyst

Summary

| |

An investment team shakeup coupled with an altered risk profile reaffirms Franklin Mutual Shares’ Morningstar Analyst Rating of Neutral across its share classes.

Unlock our full analysis with Morningstar Premium