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Mutual Fund Insights: Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX)
In-depth Analysis of Templeton Instl Foreign Smaller Co Ser A (TFSCX)
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Last Trade: $14.37 on 11/20/2009, Change: -0.09 (-0.62%)
Fund Manager - Harlan Hodes
Fund Manager Tenure: 2.1 yearsFundmojo Fund Grade: A (Score: 0.78) (What does this score mean?)Harlan Hodes is a portfolio manager of Templeton Investment Counsel, LLC. Harlan Hodes joined Franklin Templeton Investments in 2001. Harlan Hodes holds the certified public accountant designation.
Category Average: 40.77% , -5.11% , 5.63% | Category Average: 1.48% | Category Average: 58.94% |
What we like about Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX)
Data for Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) as of October 31, 2009
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) has good short-term performance (1-year return 56.23% vs 40.77% Foreign Small/Mid Value category average)
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) has good mid-term performance (3-year return 1.64% vs -5.11% Foreign Small/Mid Value category average)
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) has good Long-term performance (5-year return 9.16% vs 5.63% Foreign Small/Mid Value category average)
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) ratio of up-years vs down years is greater than 2
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) has a Morningstar rating of 4 and above
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) has an annual stock turnover rate of 23.01% vs Foreign Small/Mid Value average of 58.94%. It is good that Templeton Instl Foreign Smaller Co Ser A management does not trade extensively for its return.
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) has a lower management fee than its Foreign Small/Mid Value average: 0.95% vs 1.48%
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) 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 Smaller Co Ser A Fund (TFSCX)
Data for Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) as of October 31, 2009
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) management has been with Templeton Instl Foreign Smaller Co Ser A Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
- Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.37 that is higher than category average of 27.04
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Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) Net Asset
Track net asset change of Templeton Instl Foreign Smaller Co Ser A fund (TFSCX)
| Date | Net Asset |
| 10/2009 | $120.76M |
| 09/2009 | $120.62M |
| 08/2009 | $103.49M |
Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) Portfolio Allocation
Track portfolio allocation change of Templeton Instl Foreign Smaller Co Ser A fund (TFSCX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 9.79% | 90.21% | 0% | 0% |
| 06/2009 | 9.95% | 90.05% | 0% | 0% |
| 12/2008 | 11.51% | 88.49% | 0% | 0% |
Most Recent Top 10 Holdings in Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX)
Discover what Templeton Instl Foreign Smaller Co Ser A Fund (TFSCX) manager is buying
BILL BARRETT CORP [1.78%] Dorel Industries, Inc. B [1.76%] Simplo Technology [1.74%] Kobayashi Pharmaceutical Co Ltd [1.62%] Huhtam?ki Oyj [1.57%] Busan Bank, Pusan [1.57%] Giant Manufacturing Co., Ltd. [1.55%] Symrise AG [1.54%] The Daegu Bank Ltd [1.52%] | Ju Teng International Holdings Ltd. [1.92%] VTech Holdings Ltd. [1.85%] Giant Manufacturing Co., Ltd. [1.71%] Simplo Technology [1.67%] Huhtam?ki Oyj [1.66%] MSC INDUSTRIAL DRCT [1.64%] Youngone Hldgs [1.58%] Steiner Leisure Limited [1.57%] Dorel Industries, Inc. B [1.55%] | Iluka Resources Limited [1.87%] DESCENTE, Ltd [1.82%] Massmart Hldgs Ltd [1.75%] Binggrae [1.73%] Giant Manufacturing [1.73%] North West Company Fund [1.71%] Steiner Leisure Limited [1.71%] Sinotrans Ltd. [1.58%] Imtech [1.55%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
