Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
📈 MSFT, APPL, META: Which of the three will react best after posting earnings this week?
Ask WarrenAI
Franklin Mutual Financial Services Fund Class Z (TEFAX)
Add to/Remove from a Portfolio
Add to Watchlist
28.44
-0.04
-0.13%
26/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 119.38M
Franklin Mutual Financial Services Z
28.44
-0.04
-0.13%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
TEFAX Overview
On this page you'll find an in-depth profile of Franklin Mutual Financial Services Fund Class Z. Learn about the key management, total assets, investment strategy and contact information of TEFAX among other information.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Luis Hernandez | Portfolio Manager | 2019 | Now |
| Biography | Mr. Hernandez has joined Franklin Templeton Investments in 2002. | ||
| Andrew B. Dinnhaupt | Portfolio Manager | 2014 | Now |
| Biography | Mr. Dinnhaupt has been a portfolio manager for Franklin Mutual since January 2014 and assumed the duties of co-lead portfolio manager in December 2014. He joined Franklin Templeton Investments in 2011. Prior to joining Franklin Templeton Investments, he was a portfolio manager and senior analyst covering the global financial services sector for RBC Capital Markets. Previously, Dinnhaupt is a vice president and co-portfolio manager at Mitchell Hutchins Asset Management. He joined the firm in 1996 as an equity analyst. Previously, he worked at Summit Bank as a research analyst for the financial services, transportation and aerospace industries. Dinnhaupt earned his Chartered Financial Analyst designation in 1998. | ||
| Andrew Sleeman | Lead Portfolio Manager | 2009 | 2021 |
| Biography | Mr. Sleeman has been a lead portfolio manager of the Franklin Mutual Advisers, LLC. since 2009. He joined Franklin Templeton Investments in 2007. Previously, he was with Fox-Pitt, Kelton, a financials specialist firm, where he focused on international financial equities. Prior to that, he worked in international equities at BNP Paribas. He also worked in Australia in the fixed income division of JP Morgan Investment Management. | ||
| Richard Cetlin | Portfolio Manager | 2010 | 2018 |
| Biography | Prior to joining Franklin Templeton Investments in 2010, Mr. Cetlin was a consultant for Asian Century Quest, a hedge fund focused on the Asian-Pacific region and as a senior vice president and senior analyst for U.S. banking and specialty finance at AllianceBerstein. | ||
| Charles M. Lahr | Executive Vice President | 2004 | 2009 |
| Biography | Mr. Lahr is an executive vice president in the New York office and a global equity portfolio manager. Prior to joining PIMCO in December 2009, he was a portfolio manager at the Mutual Series Group of Franklin Templeton Investments; he served as a co-portfolio manager for the Franklin Mutual Global Discovery Fund from 2007 to 2009, an analyst for Franklin Mutual Advisors LLC (Mutual Series) and portfolio manager for the Franklin Mutual Financial Services Fund from 2004 to 2009. In total, Mr. Lahr helped oversee more than $20 billion in investment assets. | ||
| Todd J. Jonasz | Portfolio Manager | 2003 | 2007 |
| Biography | Jonasz is a fund manager with Franklin Mutual Advisers, his employer since 2002. Prior to joining Franklin Mutual Advisers, he was a research analyst with Lazard Asset Management, where he specialized in the analysis of insurance companies and other financials. From 1995 through 1998, Jonasz worked as a vice president in Donaldson, Lufkin & Jenrette’s Equity Research Department after serving as a Lieutenant in the United States Navy for just over three years. | ||
| John B. Wimsatt | Portfolio Manager | 2003 | 2004 |
| Biography | Wimsatt is a fund manager at Franklin Mutual Advisers, his employer since 2001. Prior to joining Franklin Mutual Advisers, he was the managing director in charge of bank research, covering money center banks, “super regionals,” trust banks and brokers at Friedman, Billings, Ramsey Group in Virginia. He also served as an assistant portfolio manager and analyst for an internal hedge fund covering financial services and other sectors. Wimsatt has seven years of experience in the financial services industry. | ||
| Jeff D. Diamond | Portfolio Manager | 2001 | 2003 |
| Biography | Mr. Diamond, portfolio manager, joined Lord Abbett in 2007 as a research analyst for the mid cap value equity strategy. His prior experience includes: Managing Director at Axia Capital Management, LLC; Senior Vice President, Portfolio Manager at Franklin Mutual Advisers; Vice President, Assistant Portfolio Manager at Prudential Mutual Funds; and Vice President, Financial Restructuring, at Prudential Capital Group. Mr. Diamond received a BS from Cornell University and an MBA from Columbia University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1987. | ||
| Joshua Ross | CIO (Chief Investment Officer) | 2001 | 2002 |
| Biography | Mr. Ross joined Bain Capital Public Equity in 2016, and is a Managing Director and Chief Investment Officer. Mr. Ross worked for ten years at Och-Ziff Capital Management as an Executive Managing Director. His last role at Och-Ziff was co-head of the U.S. Equities business. Prior to that, Mr. Ross worked as a co-Portfolio Manager of the Franklin Mutual Global Financial Services Fund. Mr. Ross began his career at Fidelity as an analyst. Most recently, he was at Adage Capital. He holds his A.B. in Economics from Princeton University. | ||
| Raymond Garea | Senior Vice President, Portfolio Manager | 1997 | 2001 |
| Biography | Garea is senior vice president and portfolio manager with Franklin Advisers, his employer since November 1996. Previously, he served as a research analyst with Heine Securities Corporation. | ||
Write your thoughts about Franklin Mutual Financial Services Fund Class Z
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review