An investment team shakeup coupled with an altered risk profile reaffirms Franklin Mutual Shares’ Morningstar Analyst Rating of Neutral across its share classes.
Will TESIX 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 TESIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TESIX 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 TESIX’s parent organization’s priorities and whether they’re in line with investors’ interests.