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Morningstar

Templeton Ins Foreign Smaller Co Ser Adv TFSCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 17.67  /  1.14 %
  • Total Assets 180.9 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.44%
  • Turnover 17%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis TFSCX

Will TFSCX 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 TFSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TFSCX 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 TFSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Templeton Ins Foreign Smaller Co Ser Adv's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TFSCX

More TFSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 106
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

5.14
8,519,797
Cash and Equivalents

Sanlorenzo SpA Ordinary Shares

1.89
3,132,135
Consumer Cyclical

ASICS Corp

1.77
2,939,430
Consumer Cyclical

Technogym SpA

1.76
2,919,864
Consumer Cyclical

TGS ASA

1.71
2,831,454
Energy

Interpump Group SpA

1.69
2,795,105
Industrials

Canadian Western Bank

1.64
2,713,244
Financial Services

Man Group PLC

1.62
2,679,121
Financial Services

Meitec Group Holdings Inc

1.61
2,675,037
Industrials

OneSpaWorld Holdings Ltd

1.53
2,533,173
Consumer Cyclical