Templeton Institutional Fund International Equity Series Primary Shares (TFEQX)

$11.57
F Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkEurope
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Templeton Institutional Fund International Equity Series Primary Shares 26 0.67 6.05% -6.75% 0.79%
Europe 32 0.85 3.89% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.24% 4.08% 2.17%
Year-to-Date 6.05% 3.89% 2.16%
1 Year 5.95% 13.82% -7.86%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

26%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 26% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.79%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,004

Real cost (fees + lost compounding)

$1,242

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
95%

Return in excess of styles
(over past year)
-5.43%