Templeton Global Balanced Fund

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

U.S. News evaluated 121 World Allocation 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 13.91 percent over the past year, 8.08 percent over the past three years, and 15.01 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 13.9%
3 Years (Annualized) 8.1%
5 Years (Annualized) 15.0%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Templeton Global Balanced Fund has an expense ratio of 1.60 percent.

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Risk

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

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See Also:

Top Franklin Templeton Investments Funds