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Franklin Mutual European Z (MEURX) Fund Ranking and Research

Ranking, Research and Recommendation of Franklin Mutual European Z (MEURX) Fund

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

 

Graph of Franklin Mutual European Z Fund (MEURX) ManagerFund Manager - Philippe Brugere- Trelat

Fund Manager Information

Fund Manager Tenure: 15.2 years
Fund Family: Franklin Templeton Investments
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of Franklin Mutual European Z Fund (MEURX) ProfileFranklin Mutual European Z Fund (MEURX) Profile

Fund Profile and Description

Franklin Mutual European Z Fund seeks capital appreciation; income is a secondary consideration. Franklin Mutual European Z Fund normally invests at least 80% of net assets in securities of European companies that the manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It currently invests and intends to invest primarily in securities of issuers in Western Europe and Scandinavia. Franklin Mutual European Z Fund normally invests in securities from at least five different countries, although, from time to time, it may invest all of its assets in a single country.

 

Franklin Mutual European Z (MEURX) Fund Strength What we like about Franklin Mutual European Z (MEURX) Fund

Data for Franklin Mutual European Z Fund (MEURX) as of May 30, 2016

  • Franklin Mutual European Z Fund (MEURX) management has been with Franklin Mutual European Z Fund for 15.2 years
  • Franklin Mutual European Z Fund (MEURX) has good Long-term performance (5-year return 3.92% vs 3.04% Europe Stock category median performance)
  • Franklin Mutual European Z Fund (MEURX) ratio of up-years vs down years is greater than 2
  • Franklin Mutual European Z Fund (MEURX) has a Morningstar rating of 4 and above
  • Franklin Mutual European Z Fund (MEURX) has an annual stock turnover rate of 32.59% vs Europe Stock average of 48.12%. It is good that Franklin Mutual European Z management does not trade extensively for its return.
  • Franklin Mutual European Z Fund (MEURX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.02, lower than category average of 13.08
  • Franklin Mutual European Z Fund (MEURX) has a lower expense ratio than its Europe Stock average: 1.05% vs 1.41%
  • Franklin Mutual European Z Fund (MEURX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Franklin Mutual European Z Fund (MEURX) Weakness What we are cautious about Franklin Mutual European Z (MEURX) Fund

Data for Franklin Mutual European Z Fund (MEURX) as of May 30, 2016

  • Franklin Mutual European Z Fund (MEURX) has a less-than-ideal short-term performance (1-year return -10.25% vs -10.07% Europe Stock category median performance)
  • Franklin Mutual European Z Fund (MEURX) has a less-than-ideal mid-term performance (3-year return 2.82% vs 2.97% Europe Stock category median performance)
  • Franklin Mutual European Z Fund (MEURX) is less safe compared to its Europe Stock peers
  • Franklin Mutual European Z Fund (MEURX) does not have a good risk adjusted return as its 3-year Alpha of 2.7 is worse than category average of 3.18, and its 3-year Sharpe ratio is 0.28
See Franklin Mutual European Z Fund (MEURX) performance details as of May 30, 2016

 

What do you think?

 

Compare Franklin Mutual European Z Fund (MEURX)Compare with other top Europe Stock category mutual funds

Aadditional top Europe Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Franklin Mutual European Z-2.36-10.252.823.92
Invesco European Growth A (AEDAX)0.14-5.094.154.57Compare
DFA Continental Small Company I (DFCSX)3.171.9310.254.36Compare
Invesco European Growth Y (AEDYX)0.26-4.854.414.84Compare

See top fund managers for Europe Stock Category Funds

 

Compare Franklin Mutual European Z Fund (MEURX)Compare with Europe Stock category ETFs

Some Europe Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Europe (IEV)000
SPDR EURO STOXX 50 ETF (FEZ)000
SPDR STOXX Europe 50 ETF (FEU)000
WisdomTree Europe Hedged Equity ETF (HEDJ)-0.17%-9.90%7.10%
Vanguard FTSE Europe ETF (VGK)0.02%-9.82%2.36%

 

Graph of Franklin Mutual European Z Fund (MEURX) Net Asset TrackingFranklin Mutual European Z (MEURX) Fund Net Asset

Track net asset change of Franklin Mutual European Z fund (MEURX)

DateNet Asset
05/2016$2.83B
03/2016$2.83B
02/2016$2.80B
More historic net asset information on Franklin Mutual European Z Fund (MEURX)

  

Graph of Franklin Mutual European Z Fund (MEURX) Portfolio TrackingFranklin Mutual European Z (MEURX) Fund Portfolio Allocation

Track portfolio allocation change of Franklin Mutual European Z fund (MEURX)

DateCashStockBondOther
03/20169.01%88.99%0%0.9%
12/20153.83%94.7%0%0.88%
09/201510.99%88.17%0%0.85%
Click here to see more historic asset allocation information on Franklin Mutual European Z Fund (MEURX)

 

graph of Franklin Mutual European Z Fund (MEURX) Top 10 Position TrackingTop 10 Holdings in Franklin Mutual European Z (MEURX) Fund

Discover what Franklin Mutual European Z Fund (MEURX) manager is buying

Mar 30, 2016
NN GROUP N V [2.98%]
KONINKLIJKE KPN NV [2.86%]
Royal Philips NV [2.77%]
Enel SpA [2.68%]
Vodafone Group PLC [2.55%]
Direct Line Insurance Group PLC [2.54%]
Deutsche Telekom AG [2.54%]
Accor SA [2.45%]
Metro AG [2.43%]
Kingfisher PLC [2.42%]

Dec 30, 2015
NN GROUP N V [3.13%]
Direct Line Insurance Group PLC [2.78%]
AGEAS NV [2.7%]
Vodafone Group PLC [2.53%]
KONINKLIJKE KPN NV [2.51%]
Deutsche Telekom AG [2.49%]
NOVARTIS AG BASL [2.48%]
Metro AG [2.44%]
Accor SA [2.44%]

Sep 29, 2015
Direct Line Insurance Group PLC [2.51%]
KONINKLIJKE KPN NV [2.36%]
AGEAS NV [2.28%]
Kingfisher PLC [2.25%]
NN GROUP N V [2.24%]
Accor SA [2.22%]
BNP Paribas [2.19%]
Deutsche Telekom AG [2.18%]
Assicurazioni Generali [2.15%]
Click here for Stock Holding Change Map in Franklin Mutual European Z Fund (MEURX)

  

Latest News on Franklin Mutual European Z (MEURX) Fund

See what is happening with Franklin Mutual European Z Fund (MEURX)

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Franklin Mutual European Z Fund (MEURX) Related ResourcesSee more information on Franklin Mutual European Z (MEURX) Fund

Popular pages on Franklin Mutual European Z (MEURX) Fund

  

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