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Mutual Fund Insights: Templeton Foreign R Fund (TEFRX)

In-depth Analysis of Templeton Foreign R Fund (TEFRX)

Mutual fund chart: Templeton Foreign R Fund (TEFRX)

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See Templeton Foreign R Fund (TEFRX) performance details as of January 31, 2010

  

    Last Trade: $6.41 on 3/12/2010, Change: +0.04 (0.63%)

  

Fund Manager - Tucker Scott

Fund Manager Tenure: 2.6 years   [Similar Funds: TEFTX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Scott is executive vice president of Templeton Global Advisors Limited. He joined the Templeton organization in 1996. Scott holds Chartered Financial Analyst designation.  Get more insights on Tucker Scott

  

What we like about Templeton Foreign R Fund (TEFRX) What we like about Templeton Foreign R Fund (TEFRX)

Data for Templeton Foreign R Fund (TEFRX) as of January 31, 2010

  • Templeton Foreign R Fund (TEFRX) has good short-term performance (1-year return 56.15% vs 39.75% Foreign Large Value category average)
  • Templeton Foreign R Fund (TEFRX) has good mid-term performance (3-year return -3.76% vs -8.26% Foreign Large Value category average)
  • Templeton Foreign R Fund (TEFRX) has good Long-term performance (5-year return 3.90% vs 2.31% Foreign Large Value category average)
  • Templeton Foreign R Fund (TEFRX) ratio of up-years vs down years is greater than 2
  • Templeton Foreign R Fund (TEFRX) has an annual stock turnover rate of 31.05% vs Foreign Large Value average of 53.94%. It is good that Templeton Foreign R management does not trade extensively for its return.

  

What we are cautious about Templeton Foreign R Fund (TEFRX) What we are cautious about Templeton Foreign R Fund (TEFRX)

Data for Templeton Foreign R Fund (TEFRX) as of January 31, 2010

  • Templeton Foreign R Fund (TEFRX) management has been with Templeton Foreign R Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Templeton Foreign R Fund (TEFRX) has a Morningstar rating of 3 and below
  • Templeton Foreign R Fund (TEFRX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.11 that is higher than category average of 24.91
  • Templeton Foreign R Fund (TEFRX) has a higher management fee of 1.44% than its Foreign Large Value average of 1.41%
  • Even though Templeton Foreign R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Templeton Foreign R Fund (TEFRX) performance details as of January 31, 2010

  

  

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Templeton Foreign R Fund (TEFRX) Net Asset

Track net asset change of Templeton Foreign R fund (TEFRX)

DateNet Asset
01/2010$118.90M
11/2009$120.54M
10/2009$118.33M
More historic net asset information on Templeton Foreign R Fund (TEFRX)

  

Templeton Foreign R Fund (TEFRX) Portfolio Allocation

Track portfolio allocation change of Templeton Foreign R fund (TEFRX)

DateCashStockBondOther
09/20093.03%96.36%0.62%0%
06/20091.73%98.27%0%0%
03/20092.6%194.7%0.02%0.04%
Click here to see more historic asset allocation information on Templeton Foreign R Fund (TEFRX)

  

Most Recent Top 10 Holdings in Templeton Foreign R Fund (TEFRX)

Discover what Templeton Foreign R Fund (TEFRX) manager is buying

30-Sep-09
ING GROUP NV ADS [3.67%]
Vodafone Group PLC [2.84%]
ELEMENTS AUSTRALIAN [2.21%]
Taiwan Semiconductor Manufacturing [2.17%]
Samsung Electronics [2.15%]
SIEMENS AG-REG [2.13%]
TYCO ELECTRONICS [2.09%]
KKR & Co. (Guernsey) L.P. [1.95%]
BANCO SANTANDER CHI [1.92%]
STERLING BANCORP [1.86%]

30-Jun-09
ING GROUP NV ADS [3.17%]
Vodafone Group PLC [2.9%]
Taiwan Semiconductor Manufacturing [2.2%]
ELEMENTS AUSTRALIAN [2.14%]
SIEMENS AG-REG [2.09%]
BP PLC [2.08%]
Samsung Electronics [1.97%]
TOTAL SA [1.92%]
Lite-On Technology Corp. [1.92%]
BANCO SANTANDER CHI [1.9%]

31-Mar-09
Taiwan Semiconductor Manufacturing [3.14%]
Vodafone Group PLC [2.39%]
Samsung Electronics [2.39%]
Compal Electronics, Inc. [2.36%]
SIEMENS AG-REG [2.33%]
BP PLC [2.3%]
ELEMENTS AUSTRALIAN [2.3%]
TOTAL SA [2.27%]
KINGFISHER PLC [2.17%]
ING GROUP NV ADS [2.13%]
Click here for Stock Holding Change Map in Templeton Foreign R Fund (TEFRX)

  

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