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Morningstar

Franklin Mutual Global Discovery R TEDRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 27.83  /  0.14 %
  • Total Assets 8.5 Bil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.520%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.50%
  • Turnover 41%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TEDRX

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

People Pillar

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

Significant personnel changes and long-term execution issues dim this fund’s appeal.

Senior Analyst

Summary

| by Greg Carlson

Recent personnel changes and longer-term struggles support a continued Morningstar Analyst Rating of Neutral across all of Franklin Mutual Global Discovery’s share classes.

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