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 10.77  /  +0.65 %
  • Total Assets 802.6M
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.52%
  • Turnover 16%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 12:11 AM 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 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Illumina Inc

3.34 27M
Healthcare

Wiwynn Corp Ordinary Shares

2.89 23M
Technology

WuXi Biologics (Cayman) Inc

2.52 20M
Healthcare

Healthcare Services Group Inc

2.43 20M
Healthcare

FLSmidth & Co AS

2.41 20M
Industrials

Royal Bank of Canada 3.58%

2.39 19M
Corporate

Techtronic Industries Co Ltd

2.33 19M
Industrials

Jones Lang LaSalle Inc

2.28 18M
Real Estate

Euronext NV

1.99 16M
Financial Services

Atlas Energy Solutions Inc Class A

1.95 16M
Energy

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