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Morningstar

Franklin Mutual Shares Z MUTHX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
22.63  /  3.37 %
Total Assets
7.0 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.810%
Fee Level
Below Average
Longest Manager Tenure
21.18 years
Category
Allocation--85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
—
Status
Open
TTM Yield
3.88%
Turnover
—

Morningstar’s Fund Analysis MUTHX

Will MUTHX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MUTHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MUTHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MUTHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Senior Analyst

Summary

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Recent team changes and longer-term performance struggles support a continued Morningstar Analyst Rating of Neutral across all of Franklin Mutual Shares’ share classes.

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