About TEBIX
Franklin Mutual Beacon Fund Class A is an actively managed mutual fund in the global large-stock value category. Its primary objective is to seek capital appreciation, with income as a secondary goal. The fund predominantly invests in undervalued mid- and large-cap equity securities across global markets, typically allocating between 20% and 75% of its equity exposure to U.S. companies. The fund’s investment strategy favors a value-oriented approach, seeking companies that are trading below their intrinsic worth, and it maintains a diversified portfolio across sectors such as financial services, healthcare, industrials, and consumer defensive industries. Notable holdings include major international and U.S. firms such as JPMorgan Chase, DBS Group Holdings, and Medtronic. With a moderate turnover rate and a focus on long-term opportunities, the Franklin Mutual Beacon Fund Class A plays a significant role in offering investors international diversification and exposure to value-driven strategies within the broader equity market landscape.
Fund Family Franklin Templeton Investments
Category World Large-Stock Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TEBIX
Share Class Class A
Index MSCI World Value NR USD
TEBIX had a total return of 22.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.17%.
