About TESIX
Franklin Mutual Shares Fund Class A is an actively managed mutual fund designed to seek long-term capital appreciation and capital preservation. Its primary investment focus is on equity securities of both U.S. and foreign companies that the fund’s management identifies as undervalued relative to their intrinsic worth. The strategy centers on value investing, with an emphasis on identifying companies trading below what the investment manager considers their true market value, often due to temporary market inefficiencies or overlooked fundamentals.
This fund typically maintains a diversified portfolio, with exposure across key economic sectors such as financial services, healthcare, technology, energy, consumer defensive, industrials, and consumer cyclical. Notable holdings frequently include major U.S. corporations reflecting these industries. Classified under the "aggressive allocation" category, Franklin Mutual Shares Fund Class A is structured for investors seeking a blend of growth and value investments, balancing risk through broad sector and geographic diversification. Its role in the financial market lies in providing investors with access to a disciplined, value-oriented investment approach that aims to capitalize on mispriced opportunities while maintaining attention to downside risk management.
Fund Family Franklin Templeton Investments
Category Allocation--85%+ Equity
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TESIX
Share Class Class A
Index Russell 1000 Value TR
TESIX had a total return of 12.37% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.46%.
