TEMEX Mutual Fund

TEMEX Mutual Fund (Franklin Mutual Beacon Fund Class C) is managed by Franklin Templeton Investments (US) with $62.7M in net assets. TEMEX expense ratio is 1.76%, holding 38 positions across sectors including Financials, Health Care, Industrials. Inception date: 1962-06-29.

TEMEX performance shows a YTD return of 7.37%. The 1-year return is 19.79% and the 5-year return is 7.32%. TEMEX dividend yield stands at 5.44%, paid semi-annually.

TEMEX 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 TEMEX holdings, TEMEX sectors, or TEMEX dividends.

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