Franklin Mutual Financial Services Z (TEFAX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.14%|
Performance & Risk
|5y Avg Return:||8.09%|
|Rank in Category (ytd):||38|
|% Rank in Category (ytd):||38.38%|
|Morningstar Risk Rating:||1|
The investment seeks capital appreciation, which may occasionally be short term; income is a secondary consideration.
The fund invests at least 80% of its net assets in securities of financial services companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest in foreign securities without limit. View More