2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#14 in Foreign Small/Mid Value
U.S. News evaluated 22 Foreign Small/Mid 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 12.41 percent over the past year, 3.79 percent over the past three years, 21.09 percent over the past five years, and 7.06 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||7.1%|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in investments of smaller companies located outside the U.S., including emerging markets. The fund invests principally in equity securities, primarily common stocks. The fund may also invest a portion of its assets in the equity securities of larger foreign companies and more than 25% of its assets in the securities of issuers located in any one country.
Fees are High compared to funds in the same category.
Templeton Foreign Smaller Companies Fund has an expense ratio of 1.65 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.