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Franklin Global Equity I SMYIX

Quantitative rating as of
NAV / 1-Day Return
17.92  /  0.62 %
Total Assets
203.4 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.23%
Turnover
36%

Morningstar’s Analysis SMYIX

Will SMYIX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin Global Equity I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile. The strategy changed its peer group last October, moving to the Global Large-Stock Blend Morningstar Category from the Global Large-Stock Value category.

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