Franklin Templeton Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-3.379.7311.09-4.5310.79
    Category Average-1.485.9113.96-4.8511.81
    Assets for Each Yr*447.11438.23445.14382.45403.17
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.79 6.44 4.03

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $403,174 mil $1,000 65.23 34.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 15.23 1.01 Average
    International Stock 2.5 11.42 1.42 Above Avg
    Municipal Bond 3.1 15.49 0.76 Average
    Taxable Bond 3.3 14.31 0.90 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Franklin DynaTech A Rupert H. Johnson 33.30
    Franklin MO Tax Free Stella S. Wong 29.40
    Franklin NC Tax-Free Stella S. Wong 29.40
    Franklin NJ Tax Free Stella S. Wong 29.00
    Franklin AZ Tax Free Carrie Higgins 24.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Templeton China Worl Michael B. Lai 0.10
    Franklin Templeton S Christopher S. Sperr 0.30
    Franklin Templeton S Brendan Circle 0.30
    Franklin Templeton S Francisco Rivera 0.30
    Franklin Templeton S Todd Brighton 0.30