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Morningstar

Templeton Instl Intl Eq Ser Service TFESX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.42  /  0.00
  • Total Assets 196.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Limited
  • TTM Yield 0.70%
  • Turnover 45%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TFESX

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

People Pillar

The People Pillar is our evaluation of the TFESX 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 TFESX’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 Service's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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