Mutual Global Discovery Z
101 John F Kennedy Parkway Short Hills NJ 07078
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Phone: 800-632-2301
| Category: | World Stock | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 4.97B | | Year-to-Date Return: | 17.96% | | Yield: | 1.48% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-92 |
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Anne E. Gudefin
Lead Manager since
19-May-05 | | | Gudefin is a portfolio manager with Franklin Templeton. She has been a member of the management team of the Funds since 2000, when she joined Franklin Templeton Investments. Gudefin holds the charted financial analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests the equity portion of its portfolio primarily to predominantly in mid- and large cap companies, with the remaining portion of its equity portfolio in smaller companies. Mid- and large cap companies are considered to be those with market capitalization values greater than $1.5 billion. It expects to invest substantially and may invest up to 100% of assets in foreign securities, which may include sovereign debt and participations in foreign government debt. The fund does not intend to invest more than a portion (no more than 25%) of assets in securities of issuers located in emerging market countries. |
| Last Dividend
(19-Dec-08):
| 0.40 | | Last Cap Gain
(4-Sep-09):
| 0.01 | | Annual Holdings Turnover
| 25.23% | | Average for Category:
| 78.70% |
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| Expense | MDISX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.54% | | 3 Yr Expense Projection*: |
$ 325 | $712 | | 5 Yr Expense Projection*: |
$ 563 | $1,102 | | 10 Yr Expense Projection*: |
$ 1,248 | $2,213 |
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1.91% Nasdaq 
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