Morningstar

Franklin Mutual Shares Fund Class R TESRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis TESRX

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

  • People Pillar

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

A merger of analyst teams isn’t likely to affect this strategy’s lack of a clear edge.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The team that backs the regional vehicles of Franklin Mutual Shares’ strategy is in flux. But investors shouldn’t expect much of an impact.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center