Franklin Mutual Shares Fund - Franklin Templeton
Shareclass
Franklin Mutual Shares Fund CLASS C (TEMTX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Franklin Mutual Shares Fund - Franklin Templeton
FUND COVERAGE
# of holdings51
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG2.18%$151.86M
- 2. Haleon PLC2.6%$181.63M
- 3. Bank of America Corp2.15%$150.1M
- 4. JPMorgan Chase & Co2.3%$160.31M
- 5. Wells Fargo & Co2.09%$145.69M
- 6. Colgate-Palmolive Co2.15%$150.4M
- 7. Hartford Insurance Group Inc/The2.44%$169.98M
- 8. Nestle SA1.62%$113.13M
- 9. General Motors Co1.88%$131.24M
- 10. Blackrock Inc1.91%$133.49M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Reliance Inc2%$139.31M
- 2. SS&C Technologies Holdings Inc1.5%$104.5M
- 3. Ulta Beauty Inc2.02%$141.09M
- 4. International Paper Co1.67%$116.47M
- 5. Dover Corp2.38%$166.3M
- 6. Apollo Global Management Inc1.77%$123.43M
- 7. Dollar General Corp2.33%$162.51M
- 8. Zimmer Biomet Holdings Inc0.93%$64.84M
- 9. Cooper Cos Inc/The1.57%$109.75M
- 10. NXP Semiconductors NV1.56%$108.7M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Franklin Mutual Shares Fund - Franklin Templeton
Totals
Holdings
Assets
Weight
Prisons
5.0
$815.61M
12%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$829.59M
12%
Borders high risk
1.0
$69.83M
1%
Total
6.0
$885.44M
13%
Holdings — 6 flagged holdings
1.
Alphabet Inc
:$250.12M
3.58%
2.
Amazon.com Inc
:$205.37M
2.94%
3.
Thermo Fisher Scientific Inc
:$173.03M
2.48%
4.
General Motors Co
:$131.24M
1.88%
5.
KBR Inc
:$69.83M
1%
6.
Elevance Health Inc
$55.86M
0.8%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Franklin Mutual Shares Fund - Franklin Templeton TEMTX
Environment
Social
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