Morningstar

Franklin Mutual Beacon Fund Class C TEMEX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $19.80  /  −0.60 %
  • Fund Size $3.6B
  • Adjusted Expense Ratio 1.760%
  • Net Expense Ratio 1.760%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.37%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis TEMEX

Will TEMEX outperform in the 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 TEMEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Evolving analyst support isn’t likely to alter this concentrated fund’s risks.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Franklin Mutual Beacon’s analytical resources are changing, but that isn’t expected to boost the performance of this stock-focused fund.

by Greg Carlson
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Portfolio Holdings TEMEX

More TEMEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.63 231M
Technology

DBS Group Holdings Ltd

5.17 180M
Financial Services

JPMorgan Chase & Co

4.96 173M
Financial Services

Johnson Controls International PLC BRDR

4.09 143M
Industrials

Ferguson Enterprises Inc

4.07 142M
Industrials

Haleon PLC

4.01 140M
Healthcare

Progressive Corp

4.00 140M
Financial Services

Amazon.com Inc

3.95 138M
Consumer Cyclical

The Hartford Insurance Group Inc

3.86 135M
Financial Services

Parker Hannifin Corp

3.71 129M
Industrials

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