4 / 5 Stars
4 4 1 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#47 in Diversified Emerging Mkts
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -10.78 percent over the past year, -0.14 percent over the past three years, 16.26 percent over the past five years, and 9.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-7.1%|
|3 Years (Annualized)||-0.1%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||9.0%|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in securities issued by "emerging market companies." It predominately invests in equity securities, primarily common and preferred stock. The fund also invests in depositary receipts. It may invest a portion of its assets in the equity securities of issuers in developed market countries and may invest a portion of its assets in illiquid securities. The fund may invest a substantial portion of its assets in smaller and midsize companies.
Fees are High compared to funds in the same category.
Templeton Institutional Fund Emerging Markets Series Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.