Morningstar will cease qualitative research coverage of Franklin Mutual Financial Services on or about Sept. 3, 2022, in order to reallocate our analysts to other strategies. At that time, the last Morningstar Analyst Rating and this research report will be removed; please discontinue using the research report or former research reports issued by Morningstar on this strategy. We recommend users form their own views on it or obtain financial advice.
Franklin Mutual Financial Services A TFSIX
NAV / 1-Day Return
23.80
/
0.87
%
Total Assets
357.7 Mil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Above Average
Longest Manager Tenure
8.62
years
Category
Financial
Investment Style
Mid ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
1.39%
Turnover
28%
Morningstar’s Fund Analysis TFSIX
Will TFSIX 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 TFSIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TFSIX 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 TFSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Ceasing Coverage of Franklin Mutual Financial Services
