Templeton World has a new lead manager, but there remain more compelling options for global equity exposure. The strategy continues to earn Morningstar Analyst Ratings of Neutral across all share classes.
Will TWDAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TWDAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TWDAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TWDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.