Morningstar

Templeton Emerging Markets Small Cap Fund Class Advisor TEMZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis TEMZX

Will TEMZX 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 TEMZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TEMZX 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 TEMZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The strategy is stronger than recent performance suggests.

Analyst Hunter Beaudoin

Hunter Beaudoin

Analyst

Summary

We remain confident in the strategy’s astute lead portfolio manager and his consistently executed, quality-focused investment process, despite the recent loss of a comanager. As such, the strategy's People rating and Process are maintained at Above Average.

by Hunter Beaudoin
Rated on Published on

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