Templeton Growth Fund Advisor (TGADX) seeks long-term capital growth. TGADX invests mainly in the equity securities of companies located anywhere in the world, including emerging markets. The fund may invest up to 25% of its total assets in debt securities of companies and governments located anywhere in the world.
This Global - Equity product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 1.3% and 5 year 9.5%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
TGADX’s performance, as of the last filing, when compared to funds in its category was in the top 34% over the past 1 year, and in the top 84% over the past 3 years and in the top 41% over the past 5 years.
The Templeton Growth Fund Advisor, as of the last filing, allocates its fund in three markets: High Yield Bond, Foreign Stock and Large Value. Further, as of the last filing, Samsung Electronics (KS:005930) Co Lt, Oracle Corp (NYSE:ORCL) and Citigroup Inc (NYSE:C) were the top holdings for TGADX.
This Zacks Rank #2 (Buy) was incepted in November 1954 and is managed by Franklin/Temp. TGADX carries an expense ratio of 0.82% and requires a minimal initial investment of $ 100,000.
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Zacks Investment Research