Morningstar

Templeton World Fund Class R6 FTWRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $18.27  /  −1.30 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 100%
NAV and 1-Day Return as of

Morningstar’s Analysis FTWRX

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

  • People Pillar

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

This strategy is demonstrating it has potential.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Templeton World’s People rating has been upgraded to Above Average from Average due to increased conviction in its lead manager, while its Process Pillar rating stays at Average because its approach is still acceptable rather than exceptional.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings FTWRX

More FTWRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Rolls-Royce Holdings PLC

2.93 87M
Industrials

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