FINEX Rating, Research - Templeton Foreign Smaller Companies A

Templeton Foreign Smaller Companies A (finex)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 14

Threats + Weaknesses = 9

When strengths & opportunities substantially exceed threats & weaknesses an investment in the finex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Templeton Foreign Smaller Companies A (FINEX) Description: FINEX is a mutual fund, which is an investment that owns a basket of assets. The FINEX mutual fund was provided by Templeton and this investment vehicle derives the majority of its value from equity holdings (stocks). Templetons mutual fund has a medium management tenure and is in the average fund size classification. FINEXs minimum initial investment amount is $1000 while the IRA minimum is $250. FINEXs expense ratio is roughly 2%. The latest FINEXs front end load was 6% and the back end load was 0%. The Templeton Foreign Smaller Companies A (FINEX) mutual fund falls under the foreign small/mid value category. FINEX focuses its investments in EU and Japan and FINEX is not affiliated with a particular industry or fund sector. The Templeton Foreign Smaller Companies A (FINEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FINEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FINEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities (see equity research) of smaller companies located outside the U.S., including emerging markets. It invests in companies that have a market capitalization of $2 billion or less at the time of initial purchase. The fund also invests at least 80% of net assets in securities with market capitalizations of no more than $4 billion. It may invest more than 25% of assets in securities issued by a single country.


Management Analysis Update


Performance Analysis Update