TEMEX Mutual Fund

TEMEX Mutual Fund (Franklin Mutual Beacon Fund Class C) is managed by Franklin Templeton Investments (US) with $12.3M in net assets. TEMEX expense ratio is 1.76%, holding 35 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1962-06-29.

TEMEX performance shows a YTD return of 5.81%. The 1-year return is 12.87% and the 5-year return is 7.90%. TEMEX dividend yield stands at 3.02%, paid semi-annually.

TEMEX 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 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.