| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#1 in World Stock
U.S. News evaluated 290 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 38.74 percent over the past year, 15.50 percent over the past three years, and 3.34 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 38.7% |
| 3 Years (Annualized) | 15.5% |
| 5 Years (Annualized) | 3.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth. The fund invests in the equity securities of companies located anywhere in the world, including emerging markets. It invests at least 80% of its net assets in equity securities. The equity securities in which the fund primarily invests are common stock. It will invest at least 40% of its net assets in foreign securities. The fund also invests in depositary receipts. It may invest a substantial portion of its assets in smaller and midsize companies. The fund may have significant investments in one or more countries or in particular sectors such as financial institutions or industrial companies.
Fees
Fees are High compared to funds in the same category.
Templeton Institutional Fund Global Equity Series has an expense ratio of 0.81 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
