Personnel changes and recent struggles support the downgrade of Franklin Mutual Global Discovery’s Morningstar Analyst Rating to Neutral across share classes.
Will TEDSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TEDSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TEDSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TEDSX’s parent organization’s priorities and whether they’re in line with investors’ interests.