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Morningstar

Franklin Mutual Shares R TESRX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 24.30  /  0.82 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Allocation—85%+ Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.95%
  • Turnover 21%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis TESRX

Will TESRX 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 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 Minor Portfolio Manager Change Doesn't Alter This Fund's Ratings

Senior Analyst

Analyst Note

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