Templeton China World Fund Class A

 (MUTF:TCWAX)   Watch this mutual fund  
Find more results for MUTF:TCWAX

Performance

Trailing returns

1 day
   
-0.69%  
1 week   +1.84%
   
4 week
   
-1.28%  
3 month
   
-4.24%  
YTD
   
-2.55%  
1 year
   
-1.14%  
3 years*   +3.60%
   
5 years*   +3.21%
   
*annualized
Best 3 month return+44.41%  
Worst 3 month return-37.30%  

Morningstar statistics

Morningstar category: China Region
  Return Risk Rating
3 years Average Below Average
5 years Below Average Low
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets892.39M 
Front load5.75%  
Deferred load-  
Expense ratio1.87%  
Management fee-  
Fund familyFranklin Templeton Investment Funds 

Asset allocation

Cash1.21%  
Stocks98.79%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
IRA Initial$250  
AIP Initial$50  
30.21-0.01(-0.03%)
Dec 24, 1:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of "China companies." It also invests in American, Global and European Depositary Receipts. China companies may be any size, and include smaller capitalization companies. In addition to the fund's main investments, the fund may invest up to 20% of its net assets in securities that do not qualify as China company securities, but whose issuers, in the judgment of the investment manager, are expected to benefit from developments in the economy of China, Hong Kong or Taiwan. It is non-diversified.
Fund filings (PDF) »
Asset managers:
Mark Mobius (Started: Sep 8, 1993)
Tom Wu (Started: Nov 1, 2011)
Eddie Chow (Started: Dec 31, 2002)
Dennis Lim (Started: Nov 1, 2011)
Allan Lam (Started: Nov 1, 2011)
Advisor Company:
Templeton Asset Management Ltd.
Fund family reports on Morningstar »
Bahnhofstrasse 22, Postfach

Risk

  1 year 3 years 5 years 10 years  
Alpha* -11.84 -3.56 5.16 4.45
Beta* 0.98 0.86 0.84 1.00
Mean annual return 0.58 0.23 1.40 1.20
R-squared* 74.51 68.08 71.97 71.19
Standard deviation 13.11 17.96 20.05 22.43
Sharpe ratio 0.52 0.15 0.84 0.57
* Against standard index

Top 10 holdings