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Templeton Growth Adv TGADX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 23.29  /  0.30 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.91%
  • Turnover 43%

Morningstar’s Analysis TGADX

Will TGADX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Templeton Growth Adv to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings TGADX

  • Current Portfolio Date
  • Equity Holdings 57
  • Bond Holdings 0
  • Other Holdings 21
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.57
590,647,724
Communication Services
3.40
562,148,244
Industrials
2.79
462,202,923
Energy
2.58
427,301,297
Communication Services
2.57
424,460,363
Technology
2.50
412,915,247
Consumer Cyclical
2.49
411,748,165
Industrials
2.40
396,378,413
Consumer Defensive
2.39
395,631,840
Consumer Defensive
2.31
382,524,078
Healthcare