Advertisement
Skip to Content
Morningstar

Franklin International Equity R LMIRX

Morningstar Analyst Rating
Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.16  /  0.37 %
  • Total Assets 165.9 Mil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.08%
  • Turnover 33%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis LMIRX

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

People Pillar

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

Summary

|

An incline in its Process Pillar rating is the primary driver of Franklin International Equity R's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor