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Morningstar

Franklin Mutual Global Discovery R TEDRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 30.12  /  +0.77 %
  • Total Assets 9.1 Bil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • 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 1.05%
  • Turnover 35%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

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.

A revamped team has found early success here but has struggled elsewhere.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Franklin Mutual Global Discovery’s performance has rebounded since a team shakeup in late 2020. But it’s not clear the team can consistently execute.

by Greg Carlson
Rated on Published on

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Portfolio Holdings TEDRX

More TEDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.56 235.5 Mil
Energy

CVS Health Corp

2.28 209.9 Mil
Healthcare

Medtronic PLC

2.22 204.4 Mil
Healthcare

Global Payments Inc

2.20 202.1 Mil
Industrials

BNP Paribas Act. Cat.A

2.15 197.8 Mil
Financial Services

Deutsche Telekom AG

2.15 197.4 Mil
Communication Services

Everest Group Ltd

2.14 196.7 Mil
Financial Services

Seven & i Holdings Co Ltd

2.11 193.7 Mil
Consumer Defensive

General Motors Co

2.10 193.6 Mil
Consumer Cyclical

Johnson Controls International PLC

2.09 192.1 Mil
Industrials