Morningstar

Franklin Mutual Shares Fund Class C TEMTX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $27.77  /  +0.76 %
  • Fund Size $7.1B
  • Adjusted Expense Ratio 1.740%
  • Net Expense Ratio 1.740%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Aggressive Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.71%
  • Turnover Ratio 52%
NAV and 1-Day Return as of

Morningstar’s Analysis TEMTX

Will TEMTX outperform in the 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 TEMTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A merger of analyst teams isn’t likely to affect this strategy’s lack of a clear edge.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The team that backs the regional vehicles of Franklin Mutual Shares’ strategy is in flux. But investors shouldn’t expect much of an impact.

by Greg Carlson
Rated on Published on

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Portfolio Holdings TEMTX

More TEMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.64 518M
Consumer Cyclical

Microsoft Corp

7.38 500M
Technology

JPMorgan Chase & Co

3.42 232M
Financial Services

Apple Inc

3.07 208M
Technology

Ferguson Enterprises Inc

2.55 173M
Industrials

Roche Holding AG Ordinary Shares new

2.46 167M
Healthcare

Thermo Fisher Scientific Inc

2.45 166M
Healthcare

Abbott Laboratories

2.42 164M
Healthcare

Haleon PLC

2.42 164M
Healthcare

Johnson Controls International PLC BRDR

2.40 163M
Industrials

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