It’s underperformed most world-large stock peers and the category benchmark, but Franklin Mutual Global Discovery should do well when value bounces back. A veteran team and distinctive process earn a Morningstar Analyst Rating of Bronze across each share class with the exception of the C shares, which earn a Neutral.
Will MDISX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDISX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MDISX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MDISX’s parent organization’s priorities and whether they’re in line with investors’ interests.