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Morningstar

Templeton Instl Intl Eq Ser Primary TFEQX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.17  /  +1.16 %
  • Total Assets 104.1 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 7.20%
  • Turnover 18%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TFEQX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Templeton Instl Intl Eq Ser Primary to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TFEQX

More TFEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deutsche Telekom AG

3.86 3.9 Mil
Communication Services

Shell PLC

3.81 3.9 Mil
Energy

BP PLC

3.50 3.5 Mil
Energy

Taiwan Semiconductor Manufacturing Co Ltd

3.34 3.4 Mil
Technology

Sumitomo Mitsui Financial Group Inc

3.23 3.3 Mil
Financial Services

AstraZeneca PLC

3.16 3.2 Mil
Healthcare

Sanofi SA

3.12 3.2 Mil
Healthcare

TotalEnergies SE

2.86 2.9 Mil
Energy

Lloyds Banking Group PLC

2.62 2.6 Mil
Financial Services

GFL Environmental Inc

2.59 2.6 Mil
Industrials