Morningstar

Templeton Growth A TEPLX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 28.07  /  −0.35 %
  • 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 1.03%
  • Turnover 33%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TEPLX

More TEPLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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PNC Financial Services Group Inc

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Rolls-Royce Holdings PLC

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Industrials

Microsoft Corp

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TJX Companies Inc

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Consumer Cyclical

Alphabet Inc Class A

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Communication Services

Unilever PLC

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Consumer Defensive

Bank of America Corp

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Financial Services

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