TEBIX Mutual Fund

TEBIX Mutual Fund (Franklin Mutual Beacon Fund Class A) is managed by Franklin Templeton Investments (US) with $867.7M in net assets. TEBIX expense ratio is 1.01%, holding 35 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1962-06-29.

TEBIX performance shows a YTD return of 10.48%. The 1-year return is 17.85% and the 5-year return is 8.94%. TEBIX dividend yield stands at 1.14%, paid semi-annually.

TEBIX top holdings include Microsoft Corp (6.6%), DBS Group Holdings Ltd Dbs Group Holdings Ltd (5.2%), Jpmorgan Chase (5.0%), Johnson Controls Inc. (4.1%), Ferguson Enterprises (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.