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Morningstar

Templeton China World C TCWCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.81  /  0.09 %
  • Total Assets 104.4 Mil
  • Adj. Expense Ratio
    2.600%
  • Expense Ratio 2.600%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:20 PM GMT+00:00

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.

Summary

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Weakness in Templeton China World C's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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.

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