Although it’s backed by a stable, veteran team and has a distinctive process, Franklin Mutual Shares’ altered risk profile earns a downgrade of its Morningstar Analyst Rating to Neutral from Bronze across its share classes.
Will TESRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of TESRX’s parent organization’s priorities and whether they’re in line with investors’ interests.