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Templeton Global Smaller Companies Fund (TESGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.03+0.08 (+1.01%)
At close: 08:00PM EDT
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Templeton Global Smaller Companies Fund

Fort Lauderdale, FL 33394-3091

500 East Broward Blvd, Suite 2100

Templeton Global Smaller Companies Fund

Management Information
Heather L. Waddell,Lead Manager since December 31, 2020
Heather Waddell, Executive Vice President, joined the Templeton organization in 1996. Ms. Waddell is a research analyst and lead portfolio manager on a number of institutional separate account relationships and sub-advised portfolios. Ms. Waddell has research responsibility for the global small capitalization industrials and communication services sectors. Ms. Waddell earned an M.B.A. from the Columbia University Graduate School of Business in New York and a B.A. in economics from the University of California, Santa Cruz. She is a Chartered Financial Analyst (CFA) charterholder and an active member of the Columbia University and the University of California Alumni associations, and the South Florida Society of Financial Analysts.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Small/Mid Stock
Fund FamilyFranklin Templeton Investments
Net Assets1.3B
YTD Return16.14%
Yield0.02%
Morningstar Rating★★
Inception DateJan 1, 1997

Fund Operations

Last Dividend0.00
Last Cap Gain22.00
Holdings Turnover16.81%
Average for CategoryN/A

Fees & Expenses

ExpenseTESGXCategory Average
Annual Report Expense Ratio (net)1.13%1.26%
Prospectus Net Expense Ratio1.13%N/A
Prospectus Gross Expense Ratio1.13%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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