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Templeton Emerging Markets Small Cap Adv (TEMZX) Fund Ranking and Research

Ranking, Research and Recommendation of Templeton Emerging Markets Small Cap Adv (TEMZX) Fund

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Graph of Templeton Emerging Markets Small Cap Adv Fund (TEMZX) ManagerFund Manager - Mark J. Mobius

Fund Manager Information

Fund Manager Tenure: 12.1 years
Similar Funds: TEMMX 
Fund Family: Franklin Templeton Investments
Fund Category: Diversified Emerging Mkts
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Mobius joined Franklin Templeton Investments in 1987. In 1999 Dr. Mobius was appointed joint chairman of the World Bank and Organizatation.  Get more insights on Mark J. Mobius

 

Graph of Templeton Emerging Markets Small Cap Adv Fund (TEMZX) ProfileTempleton Emerging Markets Small Cap Adv Fund (TEMZX) Profile

Fund Profile and Description

Templeton Emerging Markets Small Cap Adv Fund seeks long-term capital appreciation. Templeton Emerging Markets Small Cap Adv Fund normally invests at least 80% of net asset in securities of small cap companies located in “emerging market countries”. It may invest up to 20% of net assets in securities of issuers in developed market countries and up to 15% of net assets in illiquid securities. Templeton Emerging Markets Small Cap Adv Fund may also invest up to 20% of net assets in debt obligations of issuers located in or such tied economically to emerging market countries, which may be lower-rated or unrated, when consistent with the fund’s investment goal. It is a non-diversified fund.

 

Templeton Emerging Markets Small Cap Adv (TEMZX) Fund Strength What we like about Templeton Emerging Markets Small Cap Adv (TEMZX) Fund

Data for Templeton Emerging Markets Small Cap Adv Fund (TEMZX) as of May 30, 2016

  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) management has been with Templeton Emerging Markets Small Cap Adv Fund for 12.1 years
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) has good short-term performance (1-year return -10.73% vs -15.05% Diversified Emerging Mkts category median performance)
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) has good mid-term performance (3-year return -0.43% vs -4.69% Diversified Emerging Mkts category median performance)
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) has good Long-term performance (5-year return -0.54% vs -4.42% Diversified Emerging Mkts category median performance)
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) ratio of up-years vs down years is greater than 2
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) has a Morningstar rating of 4 and above
  • Asset base in Templeton Emerging Markets Small Cap Adv Fund (TEMZX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) has an annual stock turnover rate of 18.09% vs Diversified Emerging Mkts average of 62.02%. It is good that Templeton Emerging Markets Small Cap Adv management does not trade extensively for its return.
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) is less volatile than its peers as it has a 3-year Standard Deviation of 13, lower than category average of 15.48
  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Templeton Emerging Markets Small Cap Adv Fund (TEMZX) Weakness What we are cautious about Templeton Emerging Markets Small Cap Adv (TEMZX) Fund

Data for Templeton Emerging Markets Small Cap Adv Fund (TEMZX) as of May 30, 2016

  • Templeton Emerging Markets Small Cap Adv Fund (TEMZX) has a higher expense ratio of 1.72% than its Diversified Emerging Mkts average of 1.51%
See Templeton Emerging Markets Small Cap Adv Fund (TEMZX) performance details as of May 30, 2016

 

What do you think?

 

Compare Templeton Emerging Markets Small Cap Adv Fund (TEMZX)Compare with other top Diversified Emerging Mkts category mutual funds

Aadditional top Diversified Emerging Mkts mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Templeton Emerging Markets Small Cap Adv2.36-10.73-0.43-0.54
American Funds New World R6 (RNWGX)1.36-8.40-0.230.45Compare
Huntington Global Select Markets Instl (HGSIX)-1.92-9.990.89-1.30Compare
American Funds New World 529A (CNWAX)1.17-8.83-0.68-0.01Compare

See top fund managers for Diversified Emerging Mkts Category Funds

 

Compare Templeton Emerging Markets Small Cap Adv Fund (TEMZX)Compare with Diversified Emerging Mkts category ETFs

Some Diversified Emerging Mkts ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim MSCI Em Mkts Eql Cntry Wt ETF (EWEM)000
SPDR S&P Emerging Markets Small Cap ETF (EWX)000
SPDR S&P Emerging Markets Dividend ETF (EDIV)000
Schwab Emerging Markets Equity ETF (SCHE)000
iShares MSCI Emerging Markets Mini Vol (EEMV)000

 

Graph of Templeton Emerging Markets Small Cap Adv Fund (TEMZX) Net Asset TrackingTempleton Emerging Markets Small Cap Adv (TEMZX) Fund Net Asset

Track net asset change of Templeton Emerging Markets Small Cap Adv fund (TEMZX)

DateNet Asset
05/2016$691.86M
03/2016$682.31M
02/2016$632.44M
More historic net asset information on Templeton Emerging Markets Small Cap Adv Fund (TEMZX)

  

Graph of Templeton Emerging Markets Small Cap Adv Fund (TEMZX) Portfolio TrackingTempleton Emerging Markets Small Cap Adv (TEMZX) Fund Portfolio Allocation

Track portfolio allocation change of Templeton Emerging Markets Small Cap Adv fund (TEMZX)

DateCashStockBondOther
12/20154.48%93.12%1.31%1.1%
09/201514.86%82.83%1.33%0.99%
06/20159.7%87.92%1.36%1.03%
Click here to see more historic asset allocation information on Templeton Emerging Markets Small Cap Adv Fund (TEMZX)

 

graph of Templeton Emerging Markets Small Cap Adv Fund (TEMZX) Top 10 Position TrackingTop 10 Holdings in Templeton Emerging Markets Small Cap Adv (TEMZX) Fund

Discover what Templeton Emerging Markets Small Cap Adv Fund (TEMZX) manager is buying

Dec 30, 2015
Bajaj Holdings and Investment Ltd [2.84%]
Pinar Sut Mamulleri Sanayii AS [2.67%]
Luxoft Holding, Inc. Class A Or [2.22%]
Beauty Community PLC Shs Foreign Registered [1.98%]
JK Cement Ltd [1.85%]
Egyptian International Pharmaceutical Investments [1.83%]
Federal Bank Ltd [1.83%]
Grupo Herdez SAB de CV [1.69%]

Sep 29, 2015
Pinar Sut Mamulleri Sanayii AS [3.14%]
Bajaj Holdings and Investment Ltd [2.65%]
JK Cement Ltd [2.12%]
Federal Bank Ltd [2.11%]
Egyptian International Pharmaceutical Investments [2.01%]
Luxoft Holding, Inc. Class A Or [1.82%]
Physicians Realty Trust Common [1.75%]
Grupo Herdez SAB de CV [1.72%]

Jun 29, 2015
Pinar Sut Mamulleri Sanayii AS [3.43%]
Bajaj Holdings and Investment Ltd [2.26%]
Federal Bank Ltd [2.23%]
JK Cement Ltd [2.05%]
Egyptian International Pharmaceutical Investments [1.97%]
AMOREPACIFIC Group [1.93%]
Physicians Realty Trust Common [1.74%]
DIGITAL CHINA HLDGS [1.57%]
Click here for Stock Holding Change Map in Templeton Emerging Markets Small Cap Adv Fund (TEMZX)

  

Latest News on Templeton Emerging Markets Small Cap Adv (TEMZX) Fund

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Templeton Emerging Markets Small Cap Adv Fund (TEMZX) Related ResourcesSee more information on Templeton Emerging Markets Small Cap Adv (TEMZX) Fund

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