2 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 129 World Allocation 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 8.80 percent over the past year, 7.21 percent over the past three years, and 12.92 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||12.9%|
|10 Years (Annualized)||N/A|
The investment seeks both income and capital appreciation. The fund invests in a diversified portfolio of debt and equity securities worldwide. It normally invests at least 25% of its assets in fixed income senior securities and at least 25% of its assets in equity securities. Under normal market conditions, at least 40% of the fund's net assets are invested in non-U.S. investments and in at least three different countries. The equity securities in which the fund invests are primarily common stock. It may invest in high-yield bonds.
Fees are High compared to funds in the same category.
Templeton Global Balanced Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.