Templeton Institutional Fund Foreign Equity Series

Scorecard
3 / 5 Stars
Lipper
5 5 1 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 97 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 22.11 percent over the past year, 7.10 percent over the past three years, 11.27 percent over the past five years, and 8.07 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.6%
1 Year 22.1%
3 Years (Annualized) 7.1%
5 Years (Annualized) 11.3%
10 Years (Annualized) 8.1%

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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 0.94 percent.

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Risk

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

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See Also:

Top Franklin Templeton Investments Funds