Mutual Fund Insights: Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

In-depth Analysis of Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

3 months 6 months 1 year 3 year 5 year

See Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) performance details as of February 28, 2010

  

Last Trade: $18.99 on 3/19/2010, Change: -0.11 (-0.58%)

  

Fund Manager - Gary P. Motyl

Fund Manager Tenure: 9.2 years   [Similar Funds: TFESX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

Motyl is the president of Investment Counsel, his employer since 1981. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Motyl holds the Charted Financial Analyst designation.  Get more insights on Gary P. Motyl

  

 What we like about Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

Data for Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) as of February 28, 2010

• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) management has been with Templeton Instl Foreign Equity Ser Adv Fund for 9.2 years
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) has good Long-term performance (5-year return 3.96% vs 1.39 % Foreign Large Value category average)
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) ratio of up-years vs down years is greater than 2
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) has a Morningstar rating of 4 and above
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) has an annual stock turnover rate of 6.66% vs Foreign Large Value average of 61.68%. It is good that Templeton Instl Foreign Equity Ser Adv management does not trade extensively for its return.
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.38, lower than category average of 24.9
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) has a lower management fee than its Foreign Large Value average: 0.80% vs 1.43%
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

Data for Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) as of February 28, 2010

• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) has a less-than-ideal short-term performance (1-year return 52.86% vs 54.53 % Foreign Large Value category average)
• Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) has a less-than-ideal mid-term performance (3-year return -5.17% vs -8.42 % Foreign Large Value category average)

See Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Foreign Large Value category?

Below are some additional Foreign Large Value mutual funds generated out of our database

• See top fund managers for Foreign Large Value Category Funds
• Browse other funds in Foreign Large Value Category

  

Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) Net Asset

Track net asset change of Templeton Instl Foreign Equity Ser Adv fund (TFEQX)

Date	Net Asset
02/2010	$5.64B
01/2010	$5.61B
11/2009	$6.02B

More historic net asset information on Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

  

Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) Portfolio Allocation

Track portfolio allocation change of Templeton Instl Foreign Equity Ser Adv fund (TFEQX)

Date	Cash	Stock	Bond	Other
09/2009	6.98%	92.78%	0.24%	0%
06/2009	6.87%	93.13%	0%	0%
03/2009	7.61%	182.13%	1.23%	0%

Click here to see more historic asset allocation information on Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

  

Most Recent Top 10 Holdings in Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

Discover what Templeton Instl Foreign Equity Ser Adv Fund (TFEQX) manager is buying

30-Sep-09 TELEFONICA SA [2.53%] Housing Development Finance Corporation Ltd. [2.35%] Novartis [1.93%] NESTLE N ORD [1.92%] BANCO SANTANDER CHI [1.91%] FRANCE TELECOM ADS [1.85%] UNILEVER NV-CVA [1.84%] Samsung Electronics [1.83%] Rolls-Royce Group PLC [1.72%] GlaxoSmithKline PLC [1.69%]

30-Jun-09 TELEFONICA SA [2.52%] Housing Development Finance Corporation Ltd. [2.4%] NESTLE N ORD [2.06%] FRANCE TELECOM ADS [1.91%] Noven Pharmaceuticals, Inc. [1.9%] UNILEVER NV-CVA [1.86%] BANCO SANTANDER CHI [1.86%] GlaxoSmithKline PLC [1.84%] DBS Grp Hldgs Ltd [1.73%] Rolls-Royce Group PLC [1.65%]

31-Mar-09 TELEFONICA SA [2.77%] FRANCE TELECOM ADS [2.39%] NESTLE N ORD [2.31%] BANCO SANTANDER CHI [2.22%] Noven Pharmaceuticals, Inc. [2.21%] GlaxoSmithKline PLC [2.03%] UNILEVER NV-CVA [1.9%] Lonza Grp [1.72%] Housing Development Finance Corporation Ltd. [1.7%] Samsung Electronics [1.65%]

Click here for Stock Holding Change Map in Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

  

Related books and products to Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

  

Latest News on Templeton Instl Foreign Equity Ser Adv (TFEQX)

See what is happening with Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

Yahoo! Finance: RSS feed not found See more news on Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

 

Books and Resources

 

 

See more information on Templeton Instl Foreign Equity Ser Adv Fund (TFEQX)

• Templeton Instl Foreign Equity Ser Adv Fund Insights
• Templeton Instl Foreign Equity Ser Adv Fund Performance Data
• Templeton Instl Foreign Equity Ser Adv Fund News
• Templeton Instl Foreign Equity Ser Adv Fund Score Explaination
• Templeton Instl Foreign Equity Ser Adv Fund Manager Information
• Historic Templeton Instl Foreign Equity Ser Adv Fund Asset Allocation Report
• Historic Templeton Instl Foreign Equity Ser Adv Fund Top 10 Holding Tracking
• Historic Templeton Instl Foreign Equity Ser Adv Fund Asset Under Management Tracking