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Morningstar

Franklin Mutual Beacon Z BEGRX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.69  /  0.63 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.810%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.49%
  • Turnover 41%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:07 PM GMT+00:00

Morningstar’s Analysis BEGRX

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

People Pillar

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

Personnel losses and increased volatility dim this fund’s appeal.

Senior Analyst

Summary

| by Greg Carlson

Personnel turnover and recent struggles at Franklin Mutual Beacon support a continued Morningstar Analyst Rating of Neutral across all of its share classes.

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