Morningstar

Templeton Global Smaller Companies Fund Class R6 FBOGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.82  /  −0.28 %
  • Total Assets 823.8M
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Small/Mid Stock
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.51%
  • Turnover 16%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 6:45 PM GMT+0

Morningstar’s Analysis FBOGX

Will FBOGX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Templeton Global Smaller Comp R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Healthcare Services Group Inc

3.10 26M
Healthcare

Illumina Inc

2.71 22M
Healthcare

SharkNinja Inc

2.63 22M
Consumer Cyclical

Charles River Laboratories International Inc

2.48 20M
Healthcare

Techtronic Industries Co Ltd

2.31 19M
Industrials

Ambiq Micro Inc

2.09 17M
Technology

Advanced Drainage Systems Inc

2.06 17M
Industrials

JBT Marel Corp

2.03 17M
Industrials

Jones Lang LaSalle Inc

2.03 17M
Real Estate

Royal Bank of Canada 3.58%

2.03 17M
Cash and Equivalents

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