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Franklin Mutual Shares A TESIX

Analyst rating as of
NAV / 1-Day Return
28.24  /  2.24 %
Total Assets
8.6 Bil
Adj. Expense Ratio
1.030%
Expense Ratio
1.050%
Fee Level
Average
Longest Manager Tenure
20.34 years
Category
Allocation--85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
3.22%
Turnover
21%
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Morningstar’s Analysis

Will TESIX 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

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

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