4 / 5 Stars
5 5 2 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#22 in Foreign Large Value
U.S. News evaluated 102 Foreign Large Value 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 16.64 percent over the past year, 6.25 percent over the past three years, -0.66 percent over the past five years, and 10.46 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.2%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||-0.7%|
|10 Years (Annualized)||10.5%|
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 are Above Average compared to funds in the same category.
Templeton Institutional Fund Foreign Equity Series has an expense ratio of 0.80 percent.
Risk is Average compared to funds in the same category according to Morningstar.