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Morningstar

Templeton Growth A TEPLX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 24.40  /  0.36 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.80%
  • Turnover 33%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis TEPLX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Templeton Growth A 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TEPLX

More TEPLX Holdings
  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 0
  • Other Holdings 23
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.54
538,206,430
Communication Services

Rolls-Royce Holdings PLC

3.47
527,353,442
Industrials

UnitedHealth Group Inc

2.83
429,864,021
Healthcare

Samsung Electronics Co Ltd

2.75
418,096,713
Technology

BP PLC

2.62
398,083,246
Energy

Anheuser-Busch InBev SA/NV

2.61
397,272,686
Consumer Defensive

TJX Companies Inc

2.59
393,224,976
Consumer Cyclical

Union Pacific Corp

2.55
387,555,137
Industrials

Comcast Corp Class A

2.48
377,315,452
Communication Services

Unilever PLC

2.40
365,762,387
Consumer Defensive