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Morningstar

Templeton China World C TCWCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 6.74  /  +0.30 %
  • Total Assets 59.5 Mil
  • Adj. Expense Ratio
    2.490%
  • Expense Ratio 2.490%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TCWCX

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

  • People Pillar

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

Weakness in Templeton China World C's Process and People Pillar ratings limits this strategy 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCWCX

More TCWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

15.40 9.5 Mil
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

9.52 5.9 Mil
Consumer Cyclical

China Yangtze Power Co Ltd Class A

6.05 3.7 Mil
Utilities

PDD Holdings Inc ADR

4.97 3.1 Mil
Consumer Cyclical

China Construction Bank Corp Class H

4.82 3.0 Mil
Financial Services

NetEase Inc Ordinary Shares

4.81 3.0 Mil
Communication Services

Meituan Class B

4.66 2.9 Mil
Consumer Cyclical

Focus Media Information Technology Co Ltd Class A

3.99 2.5 Mil
Communication Services

PetroChina Co Ltd Class H

2.94 1.8 Mil
Energy

Kweichow Moutai Co Ltd Class A

2.80 1.7 Mil
Consumer Defensive