TESGX Rating, Research - Templeton Global Smaller Comp C

Templeton Global Smaller Comp C (tesgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 7

Threats + Weaknesses = 5

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

Fund Management Team

Fund Description Update

Templeton Global Smaller Comp C (TESGX) Description: TESGX is a mutual fund, which is an investment that owns a basket of assets. The TESGX 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 long management tenure and is in the small fund size classification. TESGXs minimum initial investment amount is $1000 while the IRA minimum is $250. TESGXs expense ratio is roughly 2%. The latest TESGXs front end load was 0% and the back end load was 1%. The Templeton Global Smaller Comp C (TESGX) mutual fund falls under the world stock category. TESGX focuses its investments in EU and USA and TESGX is not affiliated with a particular industry or fund sector. The Templeton Global Smaller Comp C (TESGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TESGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TESGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation and current income. The fund normally invests at least 80% of assets in the equity securities (see equity research) of infrastructure companies that are located in three or more countries, one of which will be the United States. It invests at least 25% of assets in securities of U.S. issuers and may invest in issuers of any capitalization. The fund may invest up to 20% of assets in securities of issuers that are not infrastructure companies, including stocks (see stock research), debt obligations, money market securities and money market mutual funds, as well as certain derivative instruments.

Management Analysis Update

Performance Analysis Update