Mutual Beacon (TEBIX)
7530 views
Rate Now:
average rating: 3.00 / 1 ratings
DESCRIPTION:
Date updated:12-06-2007
From the Franklin Templeton Website:
“The Fund emphasizes investments in larger- and medium-sized companies. The fund’s managers search for common stock, preferred stock and debt securities, both foreign and domestic, of companies they believe are at prices below their intrinsic value.”
The fund was featured in the February 5th issue of Barron’s, as one of the top funds for their fifth favorite mutual fund family of 2006, Franklin Templeton. Barron’s had this to say about the fund:
“Franklin Templeton finished fifth overall, helped by a 12th-place finish in general equity. Among the big fund family's strong performers was Mutual Beacon (TEBIX), a value fund with an activist bent. Its adjusted return last year was 21%.
Among the themes that worked for the fund were large-cap media and telecom. Good performers included Time Warner (TWX) and Comcast. Mike Embler, one of the fund's managers and the chief investment officer at Mutual Series, sees value in large-cap names, such as Microsoft (MSFT) and Verizon (VZ).”
Morningstar gives the fund 4 Stars.
Current Returns:
1-Year: 5.72%
3 Year: 11.30%
5 Year: 15.56%
As of 9/30/07
-
WTM
White Mtn Ins Ltd - $297.00
- -4.19%
- $280.00
No Analysis added
-
USB
Us Bancorp - $30.36
- +4.94%
- $27.00
No Analysis added
-
WY
Weyerhaeuser Co - $46.92
- -2.15%
- $45.10
No Analysis added
-
NWS-A
News Corp Cl A - $8.33
- -7.55%
- $8.58
No Analysis added
-
MO
Altria Group Inc - $17.16
- -1.27%
- $16.50
No Analysis added
-
BRK-B
Berkshire Hath Hl - $3780.00
- -1.95%
- $3000.00
No Analysis added
-
MSFT
Microsoft Cp - $21.50
- -3.59%
- $21.79
No Analysis added
-
TWX
Time Warner Inc - $9.19
- -8.92%
- $9.31
No Analysis added
- Top Professional Portfolios
- 1. The Children's Investm...
- 2. Navellier & Associ...
- 3. Neuberger Berman Genes...
- 4. Joel Greenblatt
- 5. T. Rowe Price New Era ...
- show all
- Top Do-It-Yourself Portfolios
- » Blank
- » Drew's List
- » Robin Retirement
- » The Eagle's Nest
- » beech hill
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » 10 Short Squeezes
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- show all
Barron's Roundup 10-11
Cash Is King: Barron's says investors should take advantage of the market selloff and look for companies with strong balance sheets rich in cash. Some of the “cash rich...
10.11.08 | 21:07 PM
Jim Cramer's Portfolios of the Week
Jim Cramer shocked the world on Monday when he went on NBC’s “Today Show” and told viewers that any money they anticipate needing in the next five years should be rem...
10.09.08 | 19:41 PM
Cramer's Take on Top-Searched St...
It's easy. Short the market and short some more on any bounce. That seems to be the way to play this market of late. Another vicious down move has left investors rattled...
10.09.08 | 19:29 PM
Three Almost-Free Stocks
more articles
By Stockpickr Guest Columnist Glen Bradford Ignorance must be bliss. I was just reading an article claiming that the most undervalued companies include UnitedHeal...
10.09.08 | 19:00 PM
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZackAttack
The Presidential/Political Thread
01.02.08 | 08:05 AM From author
Dave Cox
stinking of her ass juices. Hund...
10.11.08 | 13:31 PM From author
SheeniectNift
Cartoon Thread
more forums
11.15.07 | 20:31 PM From author
Peter near Matanzas Inlet
Q.
cnbc's talking about what is hap...
10.12.08 | 21:17 PM Asked by
valuemac
Q.
whoa Dow can't seem to make its ...
06.30.08 | 15:28 PM Asked by
Xaviar
A. small trading before thrusday
today 's lists
Analyst Downgrades
Analyst Downgrades for Oct. 10, 2008 more
Stocks Most Likely to Disappoint
This list consists of stocks that have had very nice up move over the last year and may be poised to disappoint going forward. The basis for the list is as follows: 52 w... more
Upcoming Stock Splits
This list consists of stocks with upcoming splits. It will be updated every 2 weeks. more
Comments not available