Peter Sartori became a listed manager on Templeton World effective March 31, 2024. Sartori joined Franklin Templeton in 2019 and has 30 years of experience overall, including at First State Investments, Credit Suisse Asset Management, and Nikko Asset Management Asia. While Sartori is now a listed manager, that is in a backup capacity, similar to fellow backup managers Peter Moeschter and Chris Peel (former backup manager Herbert Arnett also left the firm in December 2023). Warren Pustam remains in charge of this offering, with the backup managers not actively involved in investment decisions, so the Morningstar Medalist Ratings stay intact.
Templeton World C TEWTX
- NAV / 1-Day Return 15.23 / −0.98 %
- Total Assets 2.7 Bil
-
Adj. Expense Ratio
1.800%
- Expense Ratio 1.800%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Global Large-Stock Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 47%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis TEWTX
Will TEWTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Blacklined Positions | 15.68 | 414.0 Mil | — |
Amazon.com Inc | 6.76 | 178.5 Mil | Consumer Cyclical |
Rolls-Royce Holdings PLC | 5.81 | 153.3 Mil | Industrials |
Microsoft Corp | 5.00 | 131.9 Mil | Technology |
Alphabet Inc Class A | 4.87 | 128.5 Mil | Communication Services |
Meta Platforms Inc Class A | 4.01 | 105.8 Mil | Communication Services |
Tokyo Electron Ltd | 3.45 | 91.1 Mil | Technology |
Intercontinental Exchange Inc | 3.37 | 88.9 Mil | Financial Services |
SAP SE | 3.33 | 87.9 Mil | Technology |
Taiwan Semiconductor Manufacturing Co Ltd | 3.25 | 85.9 Mil | Technology |