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Morningstar

Templeton Instl Intl Eq Ser Primary TFEQX

Morningstar Analyst Rating
Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.15  /  0.36 %
  • Total Assets 196.5 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.94%
  • Turnover 45%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

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.

Summary

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Weakness in Templeton Instl Intl Eq Ser Primary's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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