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Morningstar

Templeton World A TEMWX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.59  /  0.24 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 81%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TEMWX

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.

Different, but still middling.

Associate Director

Summary

| by Andrew Daniels

Templeton World looks materially different than it once did, but better options still exist. The strategy continues to warrant Morningstar Analyst Ratings of Neutral across all share classes.

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