Franklin Templeton Investment Funds Fund Family Report
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    • Performance
    04-30-13

    Total ReturnCategory Average
    Total Return27.3910.451.2412.965.64
    Category Average25.729.981.1810.934.66
    Assets for Each Yr*289.64338.66347.10396.60427.54
    *billions

    Trailing Returns %
    04-30-13

      YTD 3 Year 5 Year    
    Fund Family 5.64 8.39 4.95

    Key Stats
    04-30-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $427,539 mil $1,000 74.29 25.71
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 12.36 1.22 Average
    International Stock 3.4 16.75 1.62 Average
    Municipal Bond 3.2 18.87 0.75 Average
    Taxable Bond 3.8 27.99 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-13

      Sector YTD Return % % Net Assets  
    Merck & Co Inc* Healthcare 16.66 0.68
    Pfizer Inc* Healthcare 17.99 0.45
    Wells Fargo & Co* Financial Services 18.67 0.42
    Microsoft Corporation* Technology 29.58 0.39
    Exelon Corp* Utilities 19.55 0.37
    JPMorgan Chase & Co* Financial Services 22.70 0.37
    Johnson & Johnson* Healthcare 26.22 0.37
    Chevron Corp* Energy 17.72 0.34
    General Electric Co* Industrials 13.63 0.32
    Duke Energy Corporation* Utilities 11.74 0.31
    Medtronic, Inc.* Healthcare 26.08 0.31
    Cisco Systems Inc* Technology 20.51 0.27
    Apple Inc* Technology -15.85 0.26
    CVS Caremark Corp* Consumer Defensive 21.57 0.24
    PG&E Corp* Utilities 16.84 0.23
    Southern Co* Utilities 8.66 0.22
    American International Group Inc* Financial Services 26.15 0.21
    Citigroup Inc* Financial Services 27.78 0.21
    Sempra Energy* Utilities 12.91 0.21
    Baker Hughes Inc.* Energy 15.97 0.20

    Best 5-Year Relative Performance | More
    05-23-13

    Fund Name 5-Yr Rank Analyst Report  
    Franklin Intl Small Cap Grow 1 --
    Templeton Global Bond A 1 02-19-13
    Templeton Ins Foreign Smalle 1 11-30-04
    Templeton International Bond 3 --
    Franklin CA High Yield Munic 4 12-07-12

    Worst 5-Year Relative Performance | More
    05-23-13

    Fund Name 5-Yr Rank Analyst Report  
    Templeton BRIC A 97 04-29-11
    Franklin Mutual Recovery Adv 96 --
    Franklin Floating Rate Daily 92 01-28-13
    Franklin Real Return A 92 --
    Franklin Balance Sheet Inves 87 10-28-11

    Lowest Expenses | More
    05-23-13

    Fund Name Expense Ratio Analyst Report  
    Franklin Templeton Founding 0.33 08-31-12
    Franklin Templeton Corefolio 0.36 --
    Franklin LifeSmart™ 2015 Ret 0.45 --
    Franklin LifeSmart™ 2025 Ret 0.45 --
    Franklin LifeSmart™ 2035 Ret 0.45 --

    Highest Expenses | More
    05-23-13

    Fund Name Expense Ratio Analyst Report  
    Templeton Frontier Markets A 2.15 --
    Templeton Emerging Markets S 2.10 --
    Templeton BRIC A 2.02 04-29-11
    Franklin Mutual Recovery Adv 1.95 --
    Templeton China World A 1.87 03-25-13

    Longest Manager Tenure | More
    05-23-13

    Fund Name   Manager Name Avg Manager Tenure  
    Franklin DynaTech A Rupert H. Johnson, J 27.00
    Franklin Growth A Vivian J. Palmieri 24.70
    Franklin Rising Divi Bruce C. Baughman 23.60
    Franklin CO Tax-Free Stella S. Wong 23.40
    Franklin Double Tax- Stella S. Wong 23.40

    Shortest Manager Tenure | More
    05-23-13

    Fund Name   Manager Name Avg Manager Tenure  
    Templeton Emerging M Laura Burakreis 1.60
    Franklin Templeton G Coleen F. Barbeau 1.70
    Templeton Frontier M Mark J. Mobius 2.30
    Franklin World Persp Garey J. Aitken 2.40
    Templeton Global Opp Alan Chua 2.70