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Franklin Mutual Beacon A TEBIX

Analyst rating as of
NAV / 1-Day Return
18.84  /  1.13 %
Total Assets
3.6 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.070%
Fee Level
Below Average
Longest Manager Tenure
14.35 years
Category
World Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.24%
Turnover
42%
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Morningstar’s Analysis

Will TEBIX outperform in future?

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

Personnel losses and increased volatility dim this fund’s appeal.

Senior Analyst

Summary

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Personnel turnover and recent struggles support the downgrade of Franklin Mutual Beacon’s Morningstar Analyst Rating from Bronze to Neutral across its share classes.

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