Franklin Mutual Financial Services’ team and approach are in flux. Its Morningstar Analyst Rating is downgraded to Neutral from Bronze across all share classes.
Franklin Mutual Financial Services A TFSIX
NAV / 1-Day Return
24.52
/
0.04
%
Total Assets
394.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.350%
Expense Ratio
1.350%
Fee Level
Average
Longest Manager Tenure
7.28
years
Category
Financial
Investment Style
Mid ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
1.26%
Turnover
28%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Downgraded because of an upcoming manager departure.
