TEDRX Mutual Fund

TEDRX Mutual Fund (Franklin Mutual Global Discovery Fund Class R) is managed by Franklin Templeton Investments (US) with $94.1M in net assets. TEDRX expense ratio is 1.45%, holding 68 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2002-01-02.

TEDRX performance shows a YTD return of 6.54%. The 1-year return is 12.30% and the 5-year return is 9.46%. TEDRX dividend yield stands at 4.28%, paid semi-annually.

TEDRX 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 TEDRX holdings, TEDRX sectors, or TEDRX dividends.

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