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Morningstar

Templeton Global Smaller Comp R6 FBOGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 9.36  /  +1.08 %
  • Total Assets 870.8 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.39%
  • Turnover 13%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FBOGX

Will FBOGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBOGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBOGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FBOGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Templeton Global Smaller Comp R6's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FBOGX

More FBOGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

4.87 45.0 Mil
Cash and Equivalents

OneSpaWorld Holdings Ltd

2.17 20.1 Mil
Consumer Cyclical

ASICS Corp

2.05 18.9 Mil
Consumer Cyclical

Integer Holdings Corp

2.01 18.6 Mil
Healthcare

Alamo Group Inc

2.01 18.5 Mil
Industrials

Brunello Cucinelli SpA

1.78 16.5 Mil
Consumer Cyclical

Freshpet Inc

1.77 16.3 Mil
Consumer Defensive

Siegfried Holding AG

1.75 16.2 Mil
Healthcare

Interpump Group SpA

1.71 15.8 Mil
Industrials

Jones Lang LaSalle Inc

1.69 15.6 Mil
Real Estate