Templeton Institutional Fund Foreign Equity Series

Class Other (TFEQX)
Scorecard
4 / 5 Stars
Lipper
5 5 2 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

#33 in Foreign Large Value

U.S. News evaluated 93 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.44 percent over the past year, 6.79 percent over the past three years, 17.52 percent over the past five years, and 7.89 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 20.4%
3 Years (Annualized) 6.8%
5 Years (Annualized) 17.5%
10 Years (Annualized) 7.9%

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Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in foreign (non-U.S.) equity securities. It also invests in depositary receipts, as well as companies located in emerging markets countries. Depositary receipts are certificates typically issued by a bank or trust company that give their holders the right to receive securities issued by a foreign or domestic company. The equity securities in which the fund primarily invests are common stock. From time to time, based on economic conditions, the fund may have significant investments in one or more countries or in particular sectors.

Fees

Fees are Above Average compared to funds in the same category.
Templeton Institutional Fund Foreign Equity Series has an expense ratio of 0.80 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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Fund Opinions

The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.

Value Line 2014-03-12

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 4 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-03-12

The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.

Value Line 2014-03-12

See Also:

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