Skip to Content
Morningstar

Templeton Growth A TEPLX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 26.02  /  −0.15 %
  • Total Assets 8.8 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.06%
  • Turnover 33%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis TEPLX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TEPLX

More TEPLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

5.55 995.3 Mil
Industrials

Alphabet Inc Class A

3.65 654.7 Mil
Communication Services

Target Corp

3.29 590.4 Mil
Consumer Defensive

Micron Technology Inc

2.99 535.0 Mil
Technology

Samsung Electronics Co Ltd

2.87 513.6 Mil
Technology

The Walt Disney Co

2.80 502.6 Mil
Communication Services

Union Pacific Corp

2.56 459.1 Mil
Industrials

UnitedHealth Group Inc

2.48 445.0 Mil
Healthcare

TJX Companies Inc

2.44 436.8 Mil
Consumer Cyclical

Amazon.com Inc

2.38 426.9 Mil
Consumer Cyclical