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Templeton Foreign Smaller Companies Adv (FTFAX) Fund Ranking and Research

Ranking, Research and Recommendation of Templeton Foreign Smaller Companies Adv (FTFAX) Fund

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

Fund Manager Information

Fund Manager Tenure: 4.4 years
Fund Family: Franklin Templeton Investments
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

 

Graph of Templeton Foreign Smaller Companies Adv Fund (FTFAX) ProfileTempleton Foreign Smaller Companies Adv Fund (FTFAX) Profile

Fund Profile and Description

Templeton Foreign Smaller Companies Adv Fund seeks long-term growth of capital. Templeton Foreign Smaller Companies Adv 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 Adv 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 Adv (FTFAX) Fund Strength What we like about Templeton Foreign Smaller Companies Adv (FTFAX) Fund

Data for Templeton Foreign Smaller Companies Adv Fund (FTFAX) as of May 30, 2016

  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) management has been with Templeton Foreign Smaller Companies Adv Fund for 4.4 years
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) 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 Adv Fund (FTFAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Templeton Foreign Smaller Companies Adv Fund (FTFAX) Weakness What we are cautious about Templeton Foreign Smaller Companies Adv (FTFAX) Fund

Data for Templeton Foreign Smaller Companies Adv Fund (FTFAX) as of May 30, 2016

  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) has a less-than-ideal short-term performance (1-year return -10.01% vs -7.62% Foreign Small/Mid Value category median performance)
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) has a less-than-ideal mid-term performance (3-year return -0.44% vs 5.24% Foreign Small/Mid Value category median performance)
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) has a less-than-ideal Long-term performance (5-year return 0.09% vs 3.92% Foreign Small/Mid Value category median performance)
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) ratio of up-years vs down years can be improved
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) has a Morningstar rating of 3 and below
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) 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 Adv is more nimble, but also signal potential high tax impact and high trading fees
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) does not have a good risk adjusted return as its 3-year Alpha of -0.63 is worse than category average of 3.42, and its 3-year Sharpe ratio is 0.02
  • Templeton Foreign Smaller Companies Adv Fund (FTFAX) has a higher expense ratio of 1.56% than its Foreign Small/Mid Value average of 1.31%
See Templeton Foreign Smaller Companies Adv Fund (FTFAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Templeton Foreign Smaller Companies Adv Fund (FTFAX)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 Adv-0.51-10.01-0.440.09
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 Adv Fund (FTFAX)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 Adv Fund (FTFAX) Net Asset TrackingTempleton Foreign Smaller Companies Adv (FTFAX) Fund Net Asset

Track net asset change of Templeton Foreign Smaller Companies Adv fund (FTFAX)

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

  

Graph of Templeton Foreign Smaller Companies Adv Fund (FTFAX) Portfolio TrackingTempleton Foreign Smaller Companies Adv (FTFAX) Fund Portfolio Allocation

Track portfolio allocation change of Templeton Foreign Smaller Companies Adv fund (FTFAX)

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 Adv Fund (FTFAX)

 

graph of Templeton Foreign Smaller Companies Adv Fund (FTFAX) Top 10 Position TrackingTop 10 Holdings in Templeton Foreign Smaller Companies Adv (FTFAX) Fund

Discover what Templeton Foreign Smaller Companies Adv Fund (FTFAX) 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 Adv Fund (FTFAX)

  

Latest News on Templeton Foreign Smaller Companies Adv (FTFAX) Fund

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