Franklin Mutual Financial Services’ team and approach are in flux. Its Morningstar Analyst Rating is downgraded to Neutral from Bronze across all share classes.
Will TFSIX 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 TFSIX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of TFSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.