TEFAX Mutual Fund
TEFAX Mutual Fund
Franklin Mutual Financial Services Fund Class Z
TEFAX Mutual Fund Overview
TEFAX Mutual Fund (Franklin Mutual Financial Services Fund Class Z) is managed by Franklin Templeton Investments (US) with $148.7M in net assets. TEFAX expense ratio is 1.06%, holding 61 positions across various sectors. Inception date: 1997-08-19.
TEFAX performance shows a YTD return of 9.74%. The 1-year return is 27.43% and the 5-year return is 7.95%. TEFAX dividend yield stands at 3.29%, paid semi-annually.
TEFAX top holdings include a diversified portfolio. View all TEFAX holdings, sector breakdown, or dividend history.
TEFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TEFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.