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Morningstar

Franklin Mutual Shares C TEMTX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 26.63  /  +1.68 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Aggressive Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.07%
  • Turnover 35%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TEMTX

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

  • People Pillar

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

Bolder than it once was, and unappealing.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

An increased focus on stock selection in this strategy in recent years, coupled with a team that has seen changes and lacks a clear edge, results in uncertain prospects.

by Greg Carlson
Rated on Published on

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Portfolio Holdings TEMTX

More TEMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.56 245.9 Mil
Financial Services

Chevron Corp

2.74 188.9 Mil
Energy

Bank of America Corp

2.43 167.9 Mil
Financial Services

Novartis AG ADR

2.39 164.6 Mil
Healthcare

Medtronic PLC

2.31 159.6 Mil
Healthcare

Brixmor Property Group Inc

2.28 157.1 Mil
Real Estate

Schlumberger Ltd

2.26 155.6 Mil
Energy

BP PLC

2.18 150.2 Mil
Energy

United Parcel Service Inc Class B

2.16 149.1 Mil
Industrials

Fiserv Inc

2.12 146.1 Mil
Technology