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Franklin Mutual Shares R TESRX

Analyst rating as of
NAV / 1-Day Return
22.52  /  0.90 %
Total Assets
8.4 Bil
Adj. Expense Ratio
1.270%
Expense Ratio
1.290%
Fee Level
Below Average
Longest Manager Tenure
19.02 years
Category
US Fund Allocation--85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.33%
Turnover
22%
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Morningstar’s Analysis

Will TESRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Losing some of its appeal.

Senior Analyst

Summary

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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.

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