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Morningstar

Franklin Mutual European R FMURX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis FMURX

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

People Pillar

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

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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