Franklin Global Real Estate Adv
One Franklin Parkway San Mateo CA 94403-1906
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Phone: 800-632-2301
| Category: | Global Real Estate | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 12.65M | | Year-to-Date Return: | 13.60% | | Yield: | 9.35% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Jun-06 |
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Jack Foster
Lead Manager since
31-May-07 | | | Foster is senior vice president of the Adviser. He joined Franklin Templeton Investments in 1987. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return. The fund normally invests at least 80% of net assets in securities of companies located anywhere in the world that operate in the real estate sector, including: real estate investment trusts (REITs) and similar REIT-like entities domiciled outside the U.S.; companies qualifying under U.S. federal tax law as REITs; and companies that derive at least half of their assets or revenues from the ownership or management of residential, commercial or industrial real estate (such as real estate operating or service companies). It is nondiversified. |
| Last Dividend
(15-Sep-09):
| 0.13 | | Last Cap Gain
(17-Dec-07):
| 0.00 | | Annual Holdings Turnover
| 77.67% | | Average for Category:
| 75.10% |
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| Expense | FVGRX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.03% | | 3 Yr Expense Projection*: |
$ 383 | $755 | | 5 Yr Expense Projection*: |
$ 680 | $1,230 | | 10 Yr Expense Projection*: |
$ 1,525 | $2,500 |
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