About TFESX
Templeton Institutional Fund International Equity Series is a mutual fund focused on delivering long-term capital growth by allocating at least 80% of its assets to equity securities of companies located outside the United States. Managed with an international perspective, the fund invests in both developed and emerging markets, offering broad geographic and sector diversification. This approach allows investors exposure to global economic trends and opportunities that may not be available in domestic markets. Notably, the fund emphasizes a value-oriented investment style, targeting large-cap companies that appear undervalued relative to their fundamentals. Its portfolio typically comprises holdings across various industries, such as technology, healthcare, financial services, and basic materials, reflecting a comprehensive view of international equity markets. Designed primarily for institutional investors, the fund plays a significant role in facilitating global diversification within larger investment portfolios, while aiming to balance risk and return over the long term.
Fund Family Franklin Templeton Investments
Category Foreign Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TFESX
Share Class Service Shares
Index MSCI AC World ex USA NR USD
TFESX had a total return of 38.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.39%.
