Morningstar

Franklin Global Equity 1 LMPEX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 24.53  /  −0.20 %
  • Total Assets 375.1 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Closed
  • TTM Yield 0.94%
  • Turnover 24%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LMPEX

Will LMPEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMPEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LMPEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LMPEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Franklin Global Equity 1's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LMPEX

More LMPEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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