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Morningstar

Templeton Global Balanced C1 TCINX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 2.38  /  0.42 %
  • Total Assets 346.8 Mil
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 1.620%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Limited
  • TTM Yield 3.24%
  • Turnover 57%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:26 PM GMT+0

Morningstar’s Analysis TCINX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Templeton Global Balanced C1 to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCINX

More TCINX Holdings
  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 87
  • Other Holdings 14
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin IFT Money Market

4.36
14,405,771
Cash and Equivalents

Queensland Treasury Corporation 2%

3.43
11,330,650
Government

Cash

3.43
11,319,679
Cash and Equivalents

Indonesia (Republic of) 7%

3.18
10,505,755
Government

The Republic of Korea 2.375%

3.13
10,325,295
Government

India (Republic of) 7.26%

2.39
7,878,223
Government

Fidelity National Information Services Inc

2.33
7,689,153
Technology

Malaysia (Government Of) 3.899%

2.20
7,254,977
Government

India (Republic of) 7.1%

2.07
6,843,876
Government

Secretaria Tesouro Nacional 9.8399%

2.06
6,800,512
Government