Templeton Foreign has a relatively new lead manager, but there remain more compelling options for non-U.S. equity exposure. The strategy continues to earn Morningstar Analyst Ratings of Neutral across all share classes.
Templeton Foreign R TEFRX
NAV / 1-Day Return
7.73
/
0.91
%
Total Assets
575.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.350%
Expense Ratio
1.350%
Fee Level
Average
Longest Manager Tenure
3.59
years
Category
Foreign Large Value
Investment Style
Large ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
1.05%
Turnover
42%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will TEFRX 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 TEFRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TEFRX 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 TEFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This non-U.S. equity strategy comes with some uncertainties.
