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Morningstar

Franklin Mutual Quest C TEMQX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.52  /  1.11 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.780%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.66%
  • Turnover 101%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:17 PM GMT+0

Morningstar’s Analysis TEMQX

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

People Pillar

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

A risky profile continues to give pause, particularly in the wake of a reconfigured team.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Franklin Mutual Quest’s team may be on the upswing after upheaval two years ago, but a long-term edge isn’t apparent, particularly given this fund’s risks. It continues to earn a Morningstar Analyst Rating of Neutral across all share classes.

by Greg Carlson
Rated on Published on

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Portfolio Holdings TEMQX

More TEMQX Holdings
  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 24
  • Other Holdings 16
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

7.21
189,186,864
Cash and Equivalents

Sorenson Communications Llc

3.26
85,509,577
—

British American Tobacco PLC

2.88
75,625,656
Consumer Defensive

Elevance Health Inc

2.23
58,653,401
Healthcare

Deutsche Telekom AG

2.06
54,158,353
Communication Services

Everest Group Ltd

1.97
51,804,108
Financial Services

CVS Health Corp

1.93
50,567,163
Healthcare

Global Payments Inc

1.89
49,582,665
Industrials

Charter Communications Inc Class A

1.83
47,996,046
Communication Services

Veritas US Inc / Veritas Bermuda Ltd 7.5%

1.80
47,186,740
Corporate