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Morningstar

Franklin Mutual Global Discovery A TEDIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
25.24  /  1.06 %
Total Assets
8.5 Bil
Adj. Expense Ratio
1.250%
Expense Ratio
1.270%
Fee Level
Above Average
Longest Manager Tenure
11.76 years
Category
Global Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.67%
Turnover
41%

Morningstar’s Fund Analysis TEDIX

Will TEDIX 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 TEDIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TEDIX 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 TEDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Significant personnel changes and long-term execution issues dim this fund’s appeal.

Senior Analyst

Summary

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Recent personnel changes and longer-term struggles support a continued Morningstar Analyst Rating of Neutral across all of Franklin Mutual Global Discovery’s share classes.

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