Templeton World has a new lead manager, but there remain more compelling options for global equity exposure. The strategy continues to earn Morningstar Analyst Ratings of Neutral across all share classes.
Templeton World A TEMWX
NAV / 1-Day Return
15.42
/
0.52
%
Total Assets
3.3 Bil
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.
1.060%
Expense Ratio
1.060%
Fee Level
Below Average
Longest Manager Tenure
5.07
years
Category
World Large-Stock Value
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
52%
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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 TEMWX 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 TEMWX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TEMWX 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 TEMWX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This global equity strategy comes with some uncertainties.
