Mutual Quest 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: | 3.46B | | Year-to-Date Return: | 15.54% | | Yield: | 1.52% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Sep-80 |
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Anne E. Gudefin
Lead Manager since
30-Dec-02 | | | 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, income is a secondary consideration. The fund normally invests primarily in equity securities of U.S. and foreign companies that the manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It invests the equity portion of their portfolio predominantly in mid- and large-cap companies, with the remaining portion in smaller companies. The fund expects to invest a significant portion (up to 50%) of assets in foreign securities. |
| Last Dividend
(19-Dec-08):
| 0.28 | | Last Cap Gain
(4-Sep-09):
| 0.02 | | Annual Holdings Turnover
| 25.52% | | Average for Category:
| 91.32% |
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| Expense | MQIFX | Category
Avg | | Total Expense Ratio: | 0.81%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 259 | $729 | | 5 Yr Expense Projection*: |
$ 450 | $1,136 | | 10 Yr Expense Projection*: |
$ 1,002 | $2,279 |
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1.23% Nasdaq 
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