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Franklin Mutual Shares A TESIX

Analyst rating as of
NAV / 1-Day Return
25.15  /  1.95 %
Total Assets
7.2 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.060%
Fee Level
Average
Longest Manager Tenure
21.03 years
Category
Allocation--85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
3.25%
Turnover

Morningstar’s Fund Analysis TESIX

Will TESIX outperform in future?

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

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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