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: | 5.10B | | Year-to-Date Return: | 17.34% | | Yield: | 1.48% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-92 |
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Anne E. Gudefin
Lead Manager since
19-May-05 | | | Anne Gudefin is assistant portfolio manager of Franklin Mutual Beacon Fund and a research analyst for Franklin Mutual Advisers, LLC. She specializes in the analysis of European equities. Ms. Gudefin has over 12 years experience in the investment management industry. Prior to joining Franklin Mutual Advisers in 2000, she was an analyst covering European equities at Perry Capital. Ms. Gudefin received her Bachelor of Arts from I.E.P. Paris and an MBA from Columbia Business School. |
| 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:
| 91.32% |
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| Expense | MDISX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 325 | $729 | | 5 Yr Expense Projection*: |
$ 563 | $1,136 | | 10 Yr Expense Projection*: |
$ 1,248 | $2,279 |
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1.23% Nasdaq 
0.07 (0.26%) 
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