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Templeton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Templeton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund

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Graph of Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) ManagerFund Manager - Harlan B. Hodes

Fund Manager Information

Fund Manager Tenure: 11.8 years
Fund Family: Franklin Templeton Investments
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Harlan Hodes, CPA Joined Franklin Templeton in 2001.Mr. Hodes has provided research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Prior to joining Templeton in 2001, Mr. Hodes worked for Kaufman, Rossin & Co. in Miami. Prior to working for Kaufman, Rossin & Co., Mr. Hodes was with Arthur Andersen, where his responsibilities included the financial reporting and taxation of international banks. Mr. Hodes earned a B.A. from the University of Michigan and an M.B.A. from the Leonard N. Stern School of Business at New York University. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA).  Get more insights on Harlan B. Hodes

 

Graph of Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) ProfileTempleton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) Profile

Fund Profile and Description

Templeton Ins Foreign Smaller Co Ser Adv Fund seeks long-term capital growth. Templeton Ins Foreign Smaller Co Ser Adv Fund normally invests at least 80% of net assets in investments of smaller companies located outside the U.S., including emerging markets. It may also invest a portion of assets in the equity securities of larger foreign companies. Templeton Ins Foreign Smaller Co Ser Adv Fund may invest more than 25% of assets in the securities of issuers located in any one country.

 

Templeton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund Strength What we like about Templeton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund

Data for Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) as of May 30, 2016

  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) management has been with Templeton Ins Foreign Smaller Co Ser Adv Fund for 11.8 years
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) ratio of up-years vs down years is greater than 2
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) has a Morningstar rating of 4 and above
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) has an annual stock turnover rate of 29.11% vs Foreign Small/Mid Value average of 42.84%. It is good that Templeton Ins Foreign Smaller Co Ser Adv management does not trade extensively for its return.
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.34, lower than category average of 12.78
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) has a lower expense ratio than its Foreign Small/Mid Value average: 0.98% vs 1.31%
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) Weakness What we are cautious about Templeton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund

Data for Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) as of May 30, 2016

  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) has a less-than-ideal short-term performance (1-year return -8.71% vs -7.62% Foreign Small/Mid Value category median performance)
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) has a less-than-ideal mid-term performance (3-year return 3.12% vs 5.24% Foreign Small/Mid Value category median performance)
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) is less safe compared to its Foreign Small/Mid Value peers
  • Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) does not have a good risk adjusted return as its 3-year Alpha of 2.83 is worse than category average of 3.42, and its 3-year Sharpe ratio is 0.32
See Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX)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 Ins Foreign Smaller Co Ser Adv-0.14-8.713.123.92
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 Ins Foreign Smaller Co Ser Adv Fund (TFSCX)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 Ins Foreign Smaller Co Ser Adv Fund (TFSCX) Net Asset TrackingTempleton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund Net Asset

Track net asset change of Templeton Ins Foreign Smaller Co Ser Adv fund (TFSCX)

DateNet Asset
05/2016$1.17B
03/2016$1.19B
02/2016$1.12B
More historic net asset information on Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX)

  

Graph of Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) Portfolio TrackingTempleton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund Portfolio Allocation

Track portfolio allocation change of Templeton Ins Foreign Smaller Co Ser Adv fund (TFSCX)

DateCashStockBondOther
03/20165.02%94.51%0%0.47%
12/20155.5%93.96%0%0.54%
09/20155.21%94.3%0%0.49%
Click here to see more historic asset allocation information on Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX)

 

graph of Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) Top 10 Position TrackingTop 10 Holdings in Templeton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund

Discover what Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) manager is buying

Mar 30, 2016
Rational AG [2.03%]
Gerresheimer AG [2%]
HUHTAMAEKI OY SHS I [1.98%]
AALBERTS INDUSTRIES [1.96%]
AMER SPORTS CP ORD S [1.94%]
Techtronic Industries Co Ltd [1.88%]
KOBAYASHI PHARMACEUT [1.87%]
VTech Holdings Ltd [1.84%]
Greggs PLC [1.62%]
Refresco Gerber NV [1.54%]

Dec 30, 2015
Rational AG [2.03%]
Techtronic Industries Co Ltd [2.01%]
KOBAYASHI PHARMACEUT [2%]
Gerresheimer AG [2%]
HUHTAMAEKI OY SHS I [1.98%]
AALBERTS INDUSTRIES [1.97%]
AMER SPORTS CP ORD S [1.97%]
Greggs PLC [1.95%]
TSUMURA & CO [1.59%]
MEITEC CORP [1.57%]

Sep 29, 2015
Gerresheimer AG [2.02%]
Techtronic Industries Co Ltd [1.98%]
KOBAYASHI PHARMACEUT [1.95%]
AMER SPORTS CP ORD S [1.9%]
HUHTAMAEKI OY SHS I [1.85%]
Rational AG [1.81%]
VTECH HLDGS BERMUDA [1.77%]
AALBERTS INDUSTRIES [1.72%]
Greggs PLC [1.69%]
ASICS CORPORATION [1.65%]
Click here for Stock Holding Change Map in Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX)

  

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Templeton Ins Foreign Smaller Co Ser Adv Fund (TFSCX) Related ResourcesSee more information on Templeton Ins Foreign Smaller Co Ser Adv (TFSCX) Fund

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