TEMTX – Franklin Mutual Shares C Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation, which may occasionally be short term; income is a secondary consideration. The fund invests primarily in equity securities of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria. It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest a significant portion of its assets in foreign securities and participations in foreign government debt.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MUTHX	Franklin Mutual Shares Fund Class Z	Institutional	Open			Jul 1, 1949	$3.85B	0.740%	Below Average	$100,000	−$383.09M
TESIX	Franklin Mutual Shares Fund Class A	Front Load	Open			Jul 1, 1949	$2.36B	0.990%	Below Average	$1,000	−$446.31M
TEMTX	Franklin Mutual Shares Fund Class C	Level Load	Open			Jul 1, 1949	$26.29M	1.740%	Average	$1,000	−$7.38M
FMSHX	Franklin Mutual Shares Fund Class R6	Retirement, Large	Open			May 1, 2013	$308.42M	0.700%	Above Average	$1M	−$38.80M
TESRX	Franklin Mutual Shares Fund Class R	Retirement, Medium	Open			Jan 2, 2002	$32.04M	1.240%	Average	$1,000	−$5.87M

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