TEURX Mutual Fund

TEURX Mutual Fund

NAV$35.69
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Fund Essentials - as of Mar 31, 2026

Net Assets
$79M
Expense Ratio
1.97%
Dividend Yield (Current)
2.09%
Holdings
58
Inception Date
Jul 3, 1996
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually
SEC 30-Day Yield
PRO

Performance

YTD+8.61%
1 Year+22.56%
3 Year+16.39%
5 Year+12.42%
10 Year+9.10%

Asset Allocation

Stocks: 98.29%
Cash: 1.71%
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Top Holdings

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TickerNameWeight
BP:LNBp Plc3.55%
ROG:SMRoche Holding Ag3.54%
RDS.A:ASRoyal Dutch Shell Plc-a2.97%
BNP:PABnp Paribas Sa2.79%
HSBA:LNHsbc Holdings Plc2.75%
Top 10 Concentration: 28.06%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.09%
Frequency
Semi-Annually
Latest Distribution
$0.29
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TEURX Mutual Fund Overview

TEURX Mutual Fund (Franklin Mutual International Value Fund Class C) is managed by Franklin Templeton Investments (US) with $78.8M in net assets. TEURX expense ratio is 1.97%, holding 58 positions across sectors including Financials, Consumer Staples, Energy. Inception date: 1996-07-03.

TEURX performance shows a YTD return of 8.61%. The 1-year return is 22.56% and the 5-year return is 12.42%. TEURX dividend yield stands at 2.09%, paid semi-annually.

TEURX top holdings include Bp Plc (3.5%), Roche Holding Ag (3.5%), Royal Dutch Shell Plc-a (3.0%), Bnp Paribas Sa (2.8%), Hsbc Holdings Plc (2.8%). Go to all TEURX holdings, TEURX sectors, or TEURX dividends.

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