Morningstar

Templeton Foreign Fund Class R TEFRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $9.81  /  −0.41 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 3.25%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis TEFRX

Will TEFRX outperform in the 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.

Still a worthy option for patient and risk-tolerant investors.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Templeton Foreign remains in good hands, but its Process rating drops to Average from Above Average owing to concerns about the risks of its approach.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings TEFRX

More TEFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

6.72 159M
Technology

ING Groep NV

3.94 93M
Financial Services

Samsung Electronics Co Ltd

3.90 92M
Technology

Standard Chartered PLC

3.83 91M
Financial Services

Sumitomo Mitsui Financial Group Inc

3.24 77M
Financial Services

STMicroelectronics NV

3.18 75M
Technology

CNH Industrial NV

3.07 73M
Industrials

AstraZeneca PLC

3.02 71M
Healthcare

Bp Plc Ord Gbp.25

2.95 70M
—

Carrefour

2.92 69M
Consumer Defensive

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