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Franklin Mutual Global Discovery Z (MDISX) Fund Ranking and Research

Ranking, Research and Recommendation of Franklin Mutual Global Discovery Z (MDISX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Franklin Mutual Global Discovery Z Fund (MDISX) ManagerFund Manager - Peter Langerman

Fund Manager Information

Fund Manager Tenure: 8.7 years
Fund Family: Franklin Templeton Investments
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of Franklin Mutual Global Discovery Z Fund (MDISX) ProfileFranklin Mutual Global Discovery Z Fund (MDISX) Profile

Fund Profile and Description

Franklin Mutual Global Discovery Z Fund seeks capital appreciation. Franklin Mutual Global Discovery Z Fund invests the equity portion of its portfolio 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. Franklin Mutual Global Discovery Z 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.

 

Franklin Mutual Global Discovery Z (MDISX) Fund Strength What we like about Franklin Mutual Global Discovery Z (MDISX) Fund

Data for Franklin Mutual Global Discovery Z Fund (MDISX) as of May 30, 2016

  • Franklin Mutual Global Discovery Z Fund (MDISX) management has been with Franklin Mutual Global Discovery Z Fund for 8.7 years
  • Franklin Mutual Global Discovery Z Fund (MDISX) has good Long-term performance (5-year return 6.04% vs 5.54% World Stock category median performance)
  • Franklin Mutual Global Discovery Z Fund (MDISX) ratio of up-years vs down years is greater than 2
  • Franklin Mutual Global Discovery Z Fund (MDISX) has a Morningstar rating of 4 and above
  • Asset base in Franklin Mutual Global Discovery Z Fund (MDISX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Franklin Mutual Global Discovery Z Fund (MDISX) has an annual stock turnover rate of 21.79% vs World Stock average of 47.65%. It is good that Franklin Mutual Global Discovery Z management does not trade extensively for its return.
  • Franklin Mutual Global Discovery Z Fund (MDISX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.45, lower than category average of 12.23
  • Franklin Mutual Global Discovery Z Fund (MDISX) has a lower expense ratio than its World Stock average: 0.97% vs 1.28%
  • Franklin Mutual Global Discovery Z Fund (MDISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Franklin Mutual Global Discovery Z Fund (MDISX) Weakness What we are cautious about Franklin Mutual Global Discovery Z (MDISX) Fund

Data for Franklin Mutual Global Discovery Z Fund (MDISX) as of May 30, 2016

  • Franklin Mutual Global Discovery Z Fund (MDISX) has a less-than-ideal short-term performance (1-year return -7.57% vs -5.49% World Stock category median performance)
  • Franklin Mutual Global Discovery Z Fund (MDISX) has a less-than-ideal mid-term performance (3-year return 4.62% vs 5.54% World Stock category median performance)
  • Franklin Mutual Global Discovery Z Fund (MDISX) is less safe compared to its World Stock peers
  • Franklin Mutual Global Discovery Z Fund (MDISX) does not have a good risk adjusted return as its 3-year Alpha of 4.27 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.48
See Franklin Mutual Global Discovery Z Fund (MDISX) performance details as of May 30, 2016

 

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Compare Franklin Mutual Global Discovery Z Fund (MDISX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Franklin Mutual Global Discovery Z1.36-7.574.626.04
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Franklin Mutual Global Discovery Z Fund (MDISX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Franklin Mutual Global Discovery Z Fund (MDISX) Net Asset TrackingFranklin Mutual Global Discovery Z (MDISX) Fund Net Asset

Track net asset change of Franklin Mutual Global Discovery Z fund (MDISX)

DateNet Asset
05/2016$23.29B
03/2016$23.12B
02/2016$22.63B
More historic net asset information on Franklin Mutual Global Discovery Z Fund (MDISX)

  

Graph of Franklin Mutual Global Discovery Z Fund (MDISX) Portfolio TrackingFranklin Mutual Global Discovery Z (MDISX) Fund Portfolio Allocation

Track portfolio allocation change of Franklin Mutual Global Discovery Z fund (MDISX)

DateCashStockBondOther
03/20166.01%89.49%2.66%1.84%
12/20152.62%93.75%1.88%1.74%
09/20153.85%92.3%2.19%1.66%
Click here to see more historic asset allocation information on Franklin Mutual Global Discovery Z Fund (MDISX)

 

graph of Franklin Mutual Global Discovery Z Fund (MDISX) Top 10 Position TrackingTop 10 Holdings in Franklin Mutual Global Discovery Z (MDISX) Fund

Discover what Franklin Mutual Global Discovery Z Fund (MDISX) manager is buying

Mar 30, 2016
Microsoft Corporation [2.56%]
Merck & Company, Inc. Common St [2.13%]
D/B/A Chubb Limited New Common [1.95%]
Medtronic plc. Ordinary Shares [1.81%]
Royal Dutch Shell PLC Class A [1.7%]
NN GROUP N V [1.68%]
British American Tobacco PLC [1.66%]
Novartis AG Common Stock [1.59%]
KONINKLIJKE KPN NV [1.52%]
Time Warner Cable Inc Common St [1.52%]

Dec 30, 2015
Microsoft Corporation [2.76%]
Merck & Company, Inc. Common St [2.08%]
Medtronic plc. Ordinary Shares [2.05%]
NN GROUP N V [1.87%]
D/B/A Chubb Limited New Common [1.87%]
Wells Fargo & Company Common St [1.74%]
British American Tobacco PLC [1.63%]
Novartis AG Common Stock [1.59%]
Eli Lilly and Company Common St [1.57%]
American International Group, I [1.51%]

Sep 29, 2015
Microsoft Corporation [2.2%]
Merck & Company, Inc. Common St [1.94%]
Medtronic plc. Ordinary Shares [1.78%]
Teva Pharmaceutical Industries [1.69%]
Ace Limited Common Stock [1.65%]
Apple Inc. [1.65%]
Wells Fargo & Company Common St [1.64%]
British American Tobacco PLC [1.61%]
Eli Lilly and Company Common St [1.56%]
RELX PLC [1.45%]
Click here for Stock Holding Change Map in Franklin Mutual Global Discovery Z Fund (MDISX)

  

Latest News on Franklin Mutual Global Discovery Z (MDISX) Fund

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Franklin Mutual Global Discovery Z Fund (MDISX) Related ResourcesSee more information on Franklin Mutual Global Discovery Z (MDISX) Fund

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