TEDIX Mutual Fund

TEDIX Mutual Fund (Franklin Mutual Global Discovery Fund Class A) is managed by Franklin Templeton Investments (US) with $5.08B in net assets. TEDIX expense ratio is 1.20%, holding 68 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1992-12-31.

TEDIX performance shows a YTD return of 2.44%. The 1-year return is 7.47% and the 5-year return is 9.57%. TEDIX dividend yield stands at 4.42%, paid semi-annually.

TEDIX top holdings include Microsoft Corp (4.8%), Meta Platforms Inc (2.4%), Merck & Company Inc (2.4%), Shell Plc (2.2%), Roche Ps Par Ag (2.2%). Go to all TEDIX holdings, TEDIX sectors, or TEDIX dividends.

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