About TEMEX
Franklin Mutual Beacon Fund Class C is a diversified mutual fund designed to pursue capital appreciation as its primary objective, with income generation as a secondary goal. This fund emphasizes investment in undervalued mid- and large-cap equity securities, seeking opportunities in companies that are trading below their intrinsic value. The portfolio is predominantly oriented towards U.S. large-cap stocks but also includes global holdings, allowing for a broad sectoral and geographical reach. Notably, the fund maintains a concentrated allocation, with a significant portion of assets invested in its top ten holdings, spanning sectors such as financial services, healthcare, industrials, and consumer defensive. Franklin Mutual Beacon Fund Class C is actively managed, featuring a moderate turnover rate and an average expense ratio relative to its peers. With a focus on risk management and capital preservation, the fund plays a strategic role for investors seeking exposure to value-oriented equities, aiming for steady long-term growth with risk-controlled diversification.
Fund Family Franklin Templeton Investments
Category World Large-Stock Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TEMEX
Share Class Class C
Index MSCI World Value NR USD
TEMEX had a total return of 21.99% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.27%.
