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Morningstar

Templeton Ins Foreign Smaller Co Ser Adv TFSCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 19.11  /  +1.27 %
  • Total Assets 148.6 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.28%
  • Turnover 37%

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

Morningstar’s Analysis TFSCX

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

  • People Pillar

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

Weakness in Templeton Ins Foreign Smaller Co Ser Adv's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 TFSCX

More TFSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canadian Western Bank

2.12 3.2 Mil
Financial Services

Technogym SpA

2.11 3.2 Mil
Consumer Cyclical

ASICS Corp

2.07 3.1 Mil
Consumer Cyclical

Tsumura & Co

2.03 3.1 Mil
Healthcare

Exide Industries Ltd

2.01 3.1 Mil
Consumer Cyclical

Computer Modelling Group Ltd

1.95 3.0 Mil
Technology

OneSpaWorld Holdings Ltd

1.90 2.9 Mil
Consumer Cyclical

Man Group PLC

1.85 2.8 Mil
Financial Services

Sanlorenzo SpA Ordinary Shares

1.78 2.7 Mil
Consumer Cyclical

Meitec Group Holdings Inc

1.75 2.7 Mil
Industrials