4 / 5 Stars
5 4 4 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#3 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 17.34 percent over the past year, 10.01 percent over the past three years, 25.49 percent over the past five years, and 10.58 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||25.5%|
|10 Years (Annualized)||10.6%|
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. It predominately invests in equity securities, primarily common stock. The fund also invests in depositary receipts. It may also invest in depositary receipts. The fund may also invest a portion of its assets in the equity securities of larger foreign companies. It may invest more than 25% of its assets in the securities of issuers located in any one country.
Fees are Low compared to funds in the same category.
Templeton Institutional Foreign Smaller Companies Series Fund has an expense ratio of 0.95 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.