Mutual Fund Insights: Templeton BRIC C Fund (TPBRX)

In-depth Analysis of Templeton BRIC C Fund (TPBRX)

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See Templeton BRIC C Fund (TPBRX) performance details as of January 31, 2010

  

Last Trade: $13.38 on 3/12/2010, Change: +0.04 (0.3%)

  

Fund Manager - Dennis Lim

Fund Manager Tenure: 3.8 years
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

Lim is a Co-Chief Executive Officer and Director of Asset Management, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton Investments in 1990.  Get more insights on Dennis Lim

  

 What we like about Templeton BRIC C Fund (TPBRX)

Data for Templeton BRIC C Fund (TPBRX) as of January 31, 2010

• Templeton BRIC C Fund (TPBRX) management has been with Templeton BRIC C Fund for 3.8 years
• Templeton BRIC C Fund (TPBRX) has good short-term performance (1-year return 87.03% vs 78.02% Diversified Emerging Mkts category average)

  

 What we are cautious about Templeton BRIC C Fund (TPBRX)

Data for Templeton BRIC C Fund (TPBRX) as of January 31, 2010

• Templeton BRIC C Fund is a focused fund with 46.51% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Templeton BRIC C Fund (TPBRX) has a less-than-ideal mid-term performance (3-year return -0.10% vs 0.16% Diversified Emerging Mkts category average)
• Templeton BRIC C Fund (TPBRX) ratio of up-years vs down years can be improved
• Templeton BRIC C Fund (TPBRX) has a Morningstar rating of 3 and below
• Templeton BRIC C Fund (TPBRX) is more volatile than its peers as it has a 3-year Standard Deviation of 38.09 that is higher than category average of 33.23
• Templeton BRIC C Fund (TPBRX) has a higher management fee of 2.82% than its Diversified Emerging Mkts average of 1.76%
• Templeton BRIC C Fund (TPBRX) carries a 1% load

See Templeton BRIC C Fund (TPBRX) performance details as of January 31, 2010

  

  

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Templeton BRIC C Fund (TPBRX) Net Asset

Track net asset change of Templeton BRIC C fund (TPBRX)

Date	Net Asset
01/2010	$169.45M
11/2009	$170.57M
10/2009	$156.31M

More historic net asset information on Templeton BRIC C Fund (TPBRX)

  

Templeton BRIC C Fund (TPBRX) Portfolio Allocation

Track portfolio allocation change of Templeton BRIC C fund (TPBRX)

Date	Cash	Stock	Bond	Other
09/2009	1.5%	82.11%	0%	16.39%
06/2009	0.88%	70.74%	0%	28.39%
03/2009	4.03%	191.94%	0%	0%

Click here to see more historic asset allocation information on Templeton BRIC C Fund (TPBRX)

  

Most Recent Top 10 Holdings in Templeton BRIC C Fund (TPBRX)

Discover what Templeton BRIC C Fund (TPBRX) manager is buying

30-Sep-09 Petroleo Brasileiro Sa Petrobras [8.44%] Vale Sa, Adr, Pfd., A [6.25%] ITAU UNIBANCO ADS [5.77%] GAZPROM [4.55%] Banco Bradesco SA ADR [4.36%] PetroChina Company, Ltd. [3.99%] Yanzhou Coal Mining Company Limited [3.69%] Industrial And Commercial Bank Of China Limited [3.36%] Lukoil Holdings, Adr (London Exchange) [3.14%] Soho China Limited [2.96%]

30-Jun-09 Petroleo Brasileiro Sa, Adr, Pfd [8.86%] China Mobile Ltd. [6.9%] Vale Sa, Adr, Pfd, A [5.78%] ITAU UNIBANCO ADS [5.09%] GAZPROM [4.57%] Yanzhou Coal Mining Company Limited [4.35%] PetroChina Company, Ltd. [4.27%] Soho China Limited [4.03%] Industrial And Commercial Bank Of China Limited [3.59%] Banco Bradesco Sa, Adr, Pfd [3.1%]

31-Mar-09 Brazilian Petroleum Corporation [9.86%] China Mobile Ltd. [9.47%] Vale S.A. [6.7%] Gazprom OAO (EDR) [5.3%] Industrial And Commercial Bank Of China Limited [4.22%] SOHO China Limited [4.18%] ITAU UNIBANCO ADS [4.14%] China Construction Bank Corporation [3.34%] China Life Insurance Company, Ltd. [2.98%] CHINA UNICOM [2.87%]

Click here for Stock Holding Change Map in Templeton BRIC C Fund (TPBRX)

  

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See more information on Templeton BRIC C Fund (TPBRX)

• Templeton BRIC C Fund Insights
• Templeton BRIC C Fund Performance Data
• Templeton BRIC C Fund News
• Templeton BRIC C Fund Score Explaination
• Templeton BRIC C Fund Manager Information
• Historic Templeton BRIC C Fund Asset Allocation Report
• Historic Templeton BRIC C Fund Top 10 Holding Tracking
• Historic Templeton BRIC C Fund Asset Under Management Tracking