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Templeton Global Smaller Comp C TESGX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 8.60  /  0.00
  • Total Assets 894.5 Mil
  • Adj. Expense Ratio
    2.080%
  • Expense Ratio 2.080%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.27%
  • Turnover 13%

Morningstar’s Analysis TESGX

Will TESGX outperform in future?

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

Weakness in Templeton Global Smaller Comp C's Process and People Pillar ratings limits this strategy 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 TESGX

  • Current Portfolio Date
  • Equity Holdings 97
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

5.66
49,542,071
Cash and Equivalents
2.08
18,259,524
Consumer Cyclical
1.98
17,327,544
Healthcare
1.97
17,269,305
Consumer Cyclical
1.97
17,240,320
Industrials
1.83
16,016,322
Industrials
1.81
15,819,504
Healthcare
1.77
15,484,952
Consumer Cyclical
1.68
14,714,630
Consumer Cyclical
1.63
14,293,497
Industrials