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Templeton Global Total Return A (TGTRX) Fund Ranking and Research

Ranking, Research and Recommendation of Templeton Global Total Return A (TGTRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Templeton Global Total Return A Fund (TGTRX) ManagerFund Manager - Sonal J. Desai

Fund Manager Information

Fund Manager Tenure: 7.8 years
Fund Family: Franklin Templeton Investments
Fund Category: World Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Sonal Desai, Ph.D., is Co-Lead Portfolio Manager of Templeton Global Bond Fund and Director of Research for Franklin Templeton Fixed Income Group's international bond department. She is responsible for shaping the research agenda of the international bond department and providing macroeconomic analysis to the fixed income team. Dr. Desai holds a Ph.D. in economics from Northwestern University, and earned a B.A. with honors from Delhi University in New Delhi.  Get more insights on Sonal J. Desai

 

Graph of Templeton Global Total Return A Fund (TGTRX) ProfileTempleton Global Total Return A Fund (TGTRX) Profile

Fund Profile and Description

Templeton Global Total Return A Fund seeks total return consisting of a combination of interest income, capital appreciation, and currency gains. Templeton Global Total Return A Fund normally invests primarily in fixed and floating rate debt securities and debt obligations (including convertible bonds) of governments, government-related or corporate issuers worldwide. It may also invest in securities or structured products that are linked to or derive their value from another security, asset or currency of any nation. Templeton Global Total Return A Fund may invest in certain financial derivative instruments. It is non-diversified.

 

Templeton Global Total Return A (TGTRX) Fund Strength What we like about Templeton Global Total Return A (TGTRX) Fund

Data for Templeton Global Total Return A Fund (TGTRX) as of May 30, 2016

  • Templeton Global Total Return A Fund (TGTRX) management has been with Templeton Global Total Return A Fund for 7.8 years
  • Templeton Global Total Return A Fund (TGTRX) has good Long-term performance (5-year return 1.86% vs 1.21% World Bond category median performance)
  • Templeton Global Total Return A Fund (TGTRX) ratio of up-years vs down years is greater than 2
  • Templeton Global Total Return A Fund (TGTRX) has an annual stock turnover rate of 32.07% vs World Bond average of 98.56%. It is good that Templeton Global Total Return A management does not trade extensively for its return.

Templeton Global Total Return A Fund (TGTRX) Weakness What we are cautious about Templeton Global Total Return A (TGTRX) Fund

Data for Templeton Global Total Return A Fund (TGTRX) as of May 30, 2016

  • Templeton Global Total Return A Fund (TGTRX) has a less-than-ideal short-term performance (1-year return -6.26% vs 1.90% World Bond category median performance)
  • Templeton Global Total Return A Fund (TGTRX) has a less-than-ideal mid-term performance (3-year return -1.05% vs 0.54% World Bond category median performance)
  • Templeton Global Total Return A Fund (TGTRX) has a Morningstar rating of 3 and below
  • Templeton Global Total Return A Fund (TGTRX) is less safe compared to its World Bond peers
  • Templeton Global Total Return A Fund (TGTRX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.71 that is higher than category average of 5.04
  • Templeton Global Total Return A Fund (TGTRX) carries a 4.25% load
  • Asset base in Templeton Global Total Return A Fund (TGTRX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Templeton Global Total Return A Fund (TGTRX) performance details as of May 30, 2016

 

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Compare Templeton Global Total Return A Fund (TGTRX)Compare with other top World Bond category mutual funds

Aadditional top World Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Templeton Global Total Return A-0.05-6.26-1.051.86
AB Global Bond A (ANAGX)3.823.382.843.52Compare
Consulting Group International F/I (TIFUX)4.173.713.414.42Compare
DFA Five-Year Global Fixed-Income I (DFGBX)2.222.212.042.52Compare

See top fund managers for World Bond Category Funds

 

Compare Templeton Global Total Return A Fund (TGTRX)Compare with World Bond category ETFs

Some World Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares International Treasury Bond (IGOV)7.67%7.02%0.06%
iShares International Treasury Bond (BUNL)31.50%33.76%14.50%
iShares International Treasury Bond (JGBL)3.56%3.80%2.98%
iShares 1-3 Year International Trs Bd (ISHG)4.29%3.12%-4.04%
AdvisorShares Madrona Global Bond ETF (FWDB)3.94%2.02%2.18%

 

Graph of Templeton Global Total Return A Fund (TGTRX) Net Asset TrackingTempleton Global Total Return A (TGTRX) Fund Net Asset

Track net asset change of Templeton Global Total Return A fund (TGTRX)

DateNet Asset
05/2016$6.12B
03/2016$6.20B
02/2016$6.48B
More historic net asset information on Templeton Global Total Return A Fund (TGTRX)

  

Graph of Templeton Global Total Return A Fund (TGTRX) Portfolio TrackingTempleton Global Total Return A (TGTRX) Fund Portfolio Allocation

Track portfolio allocation change of Templeton Global Total Return A fund (TGTRX)

DateCashStockBondOther
03/201636.16%0%59.18%2.79%
12/201535.66%0%60.37%2.58%
09/201541.71%0%52.45%4.58%
Click here to see more historic asset allocation information on Templeton Global Total Return A Fund (TGTRX)

 

graph of Templeton Global Total Return A Fund (TGTRX) Top 10 Position TrackingTop 10 Holdings in Templeton Global Total Return A (TGTRX) Fund

Discover what Templeton Global Total Return A Fund (TGTRX) manager is buying

Mar 30, 2016
Mexico(Utd Mex St) 7.75% [5.07%]
United Mexican States 7.62435% [2.86%]
Portugal Rep 5.125% [2.79%]
Brazil Federative Rep [2.66%]
Indonesia(Rep Of) 8.375% [2.55%]
Foederative Republik Brasilien, Bras 10% [2.48%]
Indonesia(Rep Of) 8.25% [2.46%]
Brazil Federative Rep 10% [1.95%]
Uruguay Rep 1.98625% [1.77%]
Brazil Federative Rep 6% [1.68%]

Dec 30, 2015
Mexico(Utd Mex St) 7.75% [4.94%]
Portugal Rep 5.125% [2.76%]
United Mexican States 7.62435% [2.16%]
Indonesia(Rep Of) 8.25% [2.15%]
Brazil Federative Rep [2.11%]
Uruguay Rep 1.98625% [1.74%]
Indonesia(Rep Of) 8.375% [1.61%]
India(Govt Of) 8.83% [1.54%]
Foederative Republik Brasilien, Bras 10% [1.51%]
Korea Monetary Stab Bond [1.49%]

Sep 29, 2015
United Mexican States 7.62435% [4.59%]
Mexico(Utd Mex St) 7.75% [4.02%]
Portugal Rep 5.125% [2.64%]
Indonesia(Rep Of) 8.25% [1.8%]
Uruguay Rep 1.98625% [1.45%]
India(Govt Of) 8.83% [1.45%]
Slovenia Rep 5.85% [1.34%]
Hungary(Rep Of) 6% [1.24%]
Brazil Federative Rep 6% [1.23%]
Poland(Rep Of) 4.75% [1.09%]
Click here for Stock Holding Change Map in Templeton Global Total Return A Fund (TGTRX)

  

Latest News on Templeton Global Total Return A (TGTRX) Fund

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