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Morningstar

Franklin International Equity FI LGFEX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 17.94  /  −0.17 %
  • Total Assets 261.0 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.22%
  • Turnover 34%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LGFEX

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

  • People Pillar

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

Franklin International Equity FI's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LGFEX

More LGFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

3.08 7.1 Mil
Healthcare

ASML Holding NV

2.65 6.1 Mil
Technology

Invesco Shrt-Trm Inv Treasury Instl

1.80 4.2 Mil
Cash and Equivalents

Novartis AG Registered Shares

1.51 3.5 Mil
Healthcare

Nestle SA

1.17 2.7 Mil
Consumer Defensive

Allianz SE

1.13 2.6 Mil
Financial Services

Toyota Motor Corp

1.07 2.5 Mil
Consumer Cyclical

Siemens AG

1.07 2.5 Mil
Industrials

Shin-Etsu Chemical Co Ltd

1.06 2.5 Mil
Basic Materials

Roche Holding AG

1.05 2.4 Mil
Healthcare