Templeton Instl Foreign Equity Ser Adv Broward Financial Centre 500 East Broward Blvd Ste 2100 Fort Lauderdale FL 33394-3091 Map
Phone: 800-321-8563
| Category: | Foreign Large Value | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 5.91B | | Year-to-Date Return: | 28.14% | | Yield: | 1.82% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Oct-90 |
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Gary P. Motyl
Lead Manager since
17-Jul-96 | | | Motyl is the president of Investment Counsel, his employer since 1981. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Motyl holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of net assets in foreign (non-U.S.) equity securities. It attempts to identify those companies that offer above-average opportunities for capital appreciation in various countries and industries where economic and political factors, including currency movements, are favorable to capital growth. The fund, from time to time, may have significant investments in one or more countries or in particular sectors, such as financial institutions or industrial companies. |
| Last Dividend
(17-Dec-08):
| 0.36 | | Last Cap Gain
(17-Dec-08):
| 0.88 | | Annual Holdings Turnover
| 6.66% | | Average for Category:
| 52.73% |
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| Expense | TFEQX | Category Avg | | Total Expense Ratio: | 0.81%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.56% | | 3 Yr Expense Projection*: |
$ 259 | $690 | | 5 Yr Expense Projection*: |
$ 450 | $975 | | 10 Yr Expense Projection*: |
$ 1,002 | $1,954 |
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