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Franklin Mutual European R FMURX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 21.34  /  0.37 %
  • Total Assets 717.4 Mil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.570%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Europe Stock
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.05%
  • Turnover 32%

Morningstar’s Analysis FMURX

Will FMURX outperform in future?

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

Summary

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A decline in its Process Pillar rating is the primary driver of Franklin Mutual European R's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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