Franklin Mutual Global Fund Manager Performance Evaluation
| TEDIX Fund | USD 31.61 0.03 0.1% |
The fund shows a Beta (market volatility) of 0.23, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Mutual is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Mutual Global are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Franklin Mutual may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more1 | Franklin Mutual Global Discovery Fund Q3 2025 Commentary - Seeking Alpha | 12/02/2025 |
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.2100 |
Franklin |
Franklin Mutual Relative Risk vs. Return Landscape
If you would invest 2,976 in Franklin Mutual Global on October 29, 2025 and sell it today you would earn a total of 185.00 from holding Franklin Mutual Global or generate 6.22% return on investment over 90 days. Franklin Mutual Global is currently producing 0.103% returns and takes up 0.7001% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Franklin, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Mutual Current Valuation
Fairly Valued
Today
Please note that Franklin Mutual's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Mutual Global shows a prevailing Real Value of $31.26 per share. The current price of the fund is $31.61. We determine the value of Franklin Mutual Global from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Franklin Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Mutual's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.61 | Real 31.26 | Hype 31.61 | Naive 31.48 |
The intrinsic value of Franklin Mutual's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Franklin Mutual's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Franklin Mutual Global helps investors to forecast how Franklin mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Franklin Mutual more accurately as focusing exclusively on Franklin Mutual's fundamentals will not take into account other important factors: Franklin Mutual Target Price Odds to finish over Current Price
The tendency of Franklin Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 31.61 | 90 days | 31.61 | about 6.21 |
Based on a normal probability distribution, the odds of Franklin Mutual to move above the current price in 90 days from now is about 6.21 (This Franklin Mutual Global probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Franklin Mutual has a beta of 0.23. This usually implies as returns on the market go up, Franklin Mutual average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Mutual Global will be expected to be much smaller as well. Additionally Franklin Mutual Global has an alpha of 0.0492, implying that it can generate a 0.0492 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Franklin Mutual Price Density |
| Price |
Predictive Modules for Franklin Mutual
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Franklin Mutual Global. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Franklin Mutual Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Mutual is not an exception. The market had few large corrections towards the Franklin Mutual's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Franklin Mutual Global, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Mutual within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.23 | |
σ | Overall volatility | 0.80 | |
Ir | Information ratio | -0.0076 |
Franklin Mutual Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Franklin Mutual for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Mutual Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Franklin Mutual Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Mutual, and Franklin Mutual fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Mutual Fund performance.
| Price To Earning | 15.88 X | |||
| Price To Book | 1.35 X | |||
| Price To Sales | 1.13 X | |||
| Total Asset | 5.39 B | |||
About Franklin Mutual Performance
Evaluating Franklin Mutual's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Mutual has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Franklin Mutual has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria . The equity securities in which the fund invests are primarily common stock. The fund may invest substantially and potentially up to 100 percent of its assets in foreign securities and participations in foreign government debt.Things to note about Franklin Mutual Global performance evaluation
Checking the ongoing alerts about Franklin Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Mutual Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Franklin Mutual's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Franklin Mutual's mutual fund performance include:- Analyzing Franklin Mutual's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Mutual's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Mutual's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Mutual's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Mutual's mutual fund. These opinions can provide insight into Franklin Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Mutual financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Mutual security.
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