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Franklin Mutual Shares Z MUTHX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis MUTHX

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

  • People Pillar

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

Bolder than it once was, and unappealing.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

An increased focus on stock selection in this strategy in recent years, coupled with a team that has seen changes and lacks a clear edge, results in uncertain prospects.

by Greg Carlson
Rated on Published on

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