Morningstar

Franklin Mutual Global Discovery Fund Class A TEDIX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $32.15  /  +0.37 %
  • Fund Size $9.2B
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.58%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis TEDIX

Will TEDIX 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 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.

Upcoming team changes are unlikely to affect this strategy’s modest prospects.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Changes to the team that supports Franklin Mutual Global Discovery are in the offing. But the outlook for the strategy isn’t expected to change much.

by Greg Carlson
Rated on Published on

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Portfolio Holdings TEDIX

More TEDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.45 448M
Technology

Merck & Co Inc

2.54 256M
Healthcare

Arthur J. Gallagher & Co

2.18 219M
Financial Services

Roche Holding AG Ordinary Shares new

2.16 217M
Healthcare

Abbott Laboratories

2.12 213M
Healthcare

Bp Plc Ord Gbp.25

2.10 211M
—

Salesforce Inc

2.05 206M
Technology

BNP Paribas Act. Cat.A

2.05 206M
Financial Services

Airbus SE

2.03 204M
Industrials

AstraZeneca PLC

2.02 203M
Healthcare

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