TEBIX Mutual Fund

TEBIX Mutual Fund (Franklin Mutual Beacon Fund Class A) is managed by Franklin Templeton Investments (US) with $992.3M in net assets. TEBIX expense ratio is 1.01%, holding 38 positions across sectors including Financials, Health Care, Industrials. Inception date: 1962-06-29.

TEBIX performance shows a YTD return of 7.85%. The 1-year return is 21.11% and the 5-year return is 8.20%. TEBIX dividend yield stands at 1.49%, paid unspecified.

TEBIX top holdings include Jpmorgan Chase (4.8%), DBS Group Holdings Ltd Dbs Group Holdings Ltd (4.5%), Haleon Plc (4.4%), Hartford Financial Services Group Inc. (4.3%), Progressive Corporation (4.1%). Go to all TEBIX holdings, TEBIX sectors, or TEBIX dividends.

TEBIX can be compared against other funds. Use TEBIX overlap to find shared positions, or TEBIX vs another fund for a side-by-side view. TEBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.