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Templeton Growth R TEGRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 25.70  /  +0.08 %
  • Total Assets 8.6 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 33%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis TEGRX

Will TEGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Templeton Growth R 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.

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Portfolio Holdings TEGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

4.20 702.4 Mil
Industrials

Alphabet Inc Class A

3.64 607.7 Mil
Communication Services

Target Corp

2.77 463.3 Mil
Consumer Defensive

Samsung Electronics Co Ltd

2.74 457.2 Mil
Technology

Union Pacific Corp

2.73 455.4 Mil
Industrials

UnitedHealth Group Inc

2.60 434.4 Mil
Healthcare

Anheuser-Busch InBev SA/NV

2.59 432.0 Mil
Consumer Defensive

Comcast Corp Class A

2.55 425.3 Mil
Communication Services

Medtronic PLC

2.46 410.7 Mil
Healthcare

TJX Companies Inc

2.45 408.8 Mil
Consumer Cyclical