Templeton World Fund Quote

TEWTX Fund  USD 16.84  0.07  0.42%   

Performance

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Odds Of Distress

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Templeton World is trading at 16.84 as of the 22nd of November 2024; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 16.77. Templeton World has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Templeton World Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of November 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests predominantly in the equity securities of companies located anywhere in the world, including developing markets. Under normal circumstances, it will invest in issuers located in at least three different countries . The equity securities in which the fund invests are primarily common stock, and may include small and mid capitalization companies. More on Templeton World Fund

Moving together with Templeton Mutual Fund

  0.66TEBIX Franklin Mutual BeaconPairCorr
  0.64TEDMX Templeton DevelopingPairCorr

Moving against Templeton Mutual Fund

  0.41TEGBX Templeton Global BondPairCorr

Templeton Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Franklin Templeton Investments, Large Growth, World Large-Stock Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
Templeton World Fund [TEWTX] is traded in USA and was established 22nd of November 2024. Templeton World is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 2.45 B in assets with no minimum investment requirementsTempleton World is currently producing year-to-date (YTD) return of 16.92%, while the total return for the last 3 years was 4.94%.
Check Templeton World Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Templeton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Templeton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Templeton World Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Templeton World Fund Mutual Fund Constituents

KKellanovaStockConsumer Staples
CMCSAComcast CorpStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
ORCLOracleStockInformation Technology
BIDUBaidu IncStockCommunication Services
MDTMedtronic PLCStockHealth Care
GILDGilead SciencesStockHealth Care
DDDupont De NemoursStockMaterials
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Templeton World Risk Profiles

Templeton World Against Markets

Other Information on Investing in Templeton Mutual Fund

Templeton World financial ratios help investors to determine whether Templeton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Templeton with respect to the benefits of owning Templeton World security.
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