Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | FINEX Insights | FINEX Score | FINEX Performance | FINEX News | FINEX Allocation | FINEX Holdings Change

Templeton Foreign Smaller Companies A (FINEX) Fund Ranking and Research

Ranking, Research and Recommendation of Templeton Foreign Smaller Companies A (FINEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Templeton Foreign Smaller Companies A Fund (FINEX) ManagerFund Manager - David A. Tuttle

Fund Manager Information

Fund Manager Tenure: 4.6 years
Fund Family: Franklin Templeton Investments
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)

 

Graph of Templeton Foreign Smaller Companies A Fund (FINEX) ProfileTempleton Foreign Smaller Companies A Fund (FINEX) Profile

Fund Profile and Description

Templeton Foreign Smaller Companies A Fund seeks long-term growth of capital. Templeton Foreign Smaller Companies A Fund normally invests at least 80% of net assets in equity securities of smaller companies located outside the U.S., including emerging markets. It invests in companies that have a market capitalization of $2 billion or less at the time of initial purchase. Templeton Foreign Smaller Companies A Fund also invests at least 80% of net assets in securities with market capitalizations of no more than $4 billion. It may invest more than 25% of assets in securities issued by a single country.

 

Templeton Foreign Smaller Companies A (FINEX) Fund Strength What we like about Templeton Foreign Smaller Companies A (FINEX) Fund

Data for Templeton Foreign Smaller Companies A Fund (FINEX) as of May 30, 2016

  • Templeton Foreign Smaller Companies A Fund (FINEX) management has been with Templeton Foreign Smaller Companies A Fund for 4.6 years
  • Templeton Foreign Smaller Companies A Fund (FINEX) ratio of up-years vs down years is greater than 2
  • Templeton Foreign Smaller Companies A Fund (FINEX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.21, lower than category average of 12.78

Templeton Foreign Smaller Companies A Fund (FINEX) Weakness What we are cautious about Templeton Foreign Smaller Companies A (FINEX) Fund

Data for Templeton Foreign Smaller Companies A Fund (FINEX) as of May 30, 2016

  • Templeton Foreign Smaller Companies A Fund (FINEX) has a less-than-ideal short-term performance (1-year return -10.24% vs -7.62% Foreign Small/Mid Value category median performance)
  • Templeton Foreign Smaller Companies A Fund (FINEX) has a less-than-ideal mid-term performance (3-year return -0.70% vs 5.24% Foreign Small/Mid Value category median performance)
  • Templeton Foreign Smaller Companies A Fund (FINEX) has a less-than-ideal Long-term performance (5-year return -0.17% vs 3.92% Foreign Small/Mid Value category median performance)
  • Templeton Foreign Smaller Companies A Fund (FINEX) has a Morningstar rating of 3 and below
  • Templeton Foreign Smaller Companies A Fund (FINEX) has an annual stock turnover rate of 55.78% that is higher than the Foreign Small/Mid Value average of 42.84%. This could mean Templeton Foreign Smaller Companies A is more nimble, but also signal potential high tax impact and high trading fees
  • Templeton Foreign Smaller Companies A Fund (FINEX) does not have a good risk adjusted return as its 3-year Alpha of -0.9 is worse than category average of 3.42, and its 3-year Sharpe ratio is 0
  • Templeton Foreign Smaller Companies A Fund (FINEX) has a higher expense ratio of 1.80% than its Foreign Small/Mid Value average of 1.31%
  • Templeton Foreign Smaller Companies A Fund (FINEX) carries a 5.75% load
See Templeton Foreign Smaller Companies A Fund (FINEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Templeton Foreign Smaller Companies A Fund (FINEX)Compare with other top Foreign Small/Mid Value category mutual funds

Aadditional top Foreign Small/Mid Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Templeton Foreign Smaller Companies A-0.63-10.24-0.70-0.17
Goldman Sachs Intl Sm Cp Insghts IR (GIRLX)1.25-0.478.426.10Compare
Voya Multi-Manager International Sm Cp I (NAPIX)-0.21-2.716.684.42Compare

See top fund managers for Foreign Small/Mid Value Category Funds

 

Compare Templeton Foreign Smaller Companies A Fund (FINEX)Compare with Foreign Small/Mid Value category ETFs

Some Foreign Small/Mid Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree International MidCap Div ETF (DIM)1.57%-5.90%5.27%
PowerShares FTSE RAFI DvMkt exUS S/M ETF (PDN)3.56%-4.32%5.35%

 

Graph of Templeton Foreign Smaller Companies A Fund (FINEX) Net Asset TrackingTempleton Foreign Smaller Companies A (FINEX) Fund Net Asset

Track net asset change of Templeton Foreign Smaller Companies A fund (FINEX)

DateNet Asset
05/2016$106.31M
03/2016$110.24M
02/2016$105.65M
More historic net asset information on Templeton Foreign Smaller Companies A Fund (FINEX)

  

Graph of Templeton Foreign Smaller Companies A Fund (FINEX) Portfolio TrackingTempleton Foreign Smaller Companies A (FINEX) Fund Portfolio Allocation

Track portfolio allocation change of Templeton Foreign Smaller Companies A fund (FINEX)

DateCashStockBondOther
03/20164.86%94.17%0%0.97%
12/20154.2%94.7%0%1.1%
09/20154.35%93.74%0%1.91%
Click here to see more historic asset allocation information on Templeton Foreign Smaller Companies A Fund (FINEX)

 

graph of Templeton Foreign Smaller Companies A Fund (FINEX) Top 10 Position TrackingTop 10 Holdings in Templeton Foreign Smaller Companies A (FINEX) Fund

Discover what Templeton Foreign Smaller Companies A Fund (FINEX) manager is buying

Mar 30, 2016
Rational AG [2.04%]
HUHTAMAEKI OY SHS I [2.01%]
Gerresheimer AG [2%]
AALBERTS INDUSTRIES [1.96%]
AMER SPORTS CP ORD S [1.96%]
KOBAYASHI PHARMACEUT [1.91%]
VTech Holdings Ltd [1.91%]
Techtronic Industries Co Ltd [1.87%]
JRP GROUP [1.83%]
VONTOBEL HOLDING AG [1.71%]

Dec 30, 2015
AALBERTS INDUSTRIES [2.06%]
Rational AG [2.05%]
Techtronic Industries Co Ltd [2.03%]
Gerresheimer AG [2.03%]
HUHTAMAEKI OY SHS I [2.02%]
KOBAYASHI PHARMACEUT [2.02%]
AMER SPORTS CP ORD S [2.01%]
TSUMURA & CO [1.93%]
DIGNITY PLC ORD 12 48/143P [1.91%]
JUST RETIREMENT GROUP PLC ORD 1 [1.87%]

Sep 29, 2015
Steiner Leisure Limited [2.44%]
Ontex Group NV [2.38%]
Rational AG [2.08%]
AALBERTS INDUSTRIES [2.04%]
Gerresheimer AG [2.04%]
KOBAYASHI PHARMACEUT [2.03%]
Techtronic Industries Co Ltd [2%]
DIGNITY [1.98%]
AMER SPORTS CP ORD S [1.98%]
HUHTAMAEKI OY SHS I [1.95%]
Click here for Stock Holding Change Map in Templeton Foreign Smaller Companies A Fund (FINEX)

  

Latest News on Templeton Foreign Smaller Companies A (FINEX) Fund

See what is happening with Templeton Foreign Smaller Companies A Fund (FINEX)

    No recent news

 

Templeton Foreign Smaller Companies A Fund (FINEX) Related ResourcesSee more information on Templeton Foreign Smaller Companies A (FINEX) Fund

Popular pages on Templeton Foreign Smaller Companies A (FINEX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update