Home : Help : Contact Us : Our Company : Careers
Funds & Commentary Retirement Center Products & Services Education & Planning Forms & Literature
Log In : Are you a New User?
Strongly Rated Funds According to Morningstar®
The following 33 funds (Class A) received a 4- or 5-star overall rating from Morningstar®.
Morningstar Ratings measure risk-adjusted returns. The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) rating metrics. Some of the funds listed below may have experienced negative returns over the past year. For standardized and most recent month-end performance, click the fund name below. Past performance does not guarantee future results.

Change view 
International Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Franklin International Small Cap Growth Fund - Class A 5 5 – Foreign Small/Mid Growth 103 78 –
Mutual European Fund - Class A 5 5 4 Europe Stock 100 94 57
Templeton China World Fund - Class A 4 4 5 Pacific/Asia ex-Japan Stk 106 79 63
Global Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Mutual Global Discovery Fund - Class A 5 5 5 World Stock 530 434 247
Templeton Global Opportunities Trust - Class A 3 4 4 World Stock 530 434 247
Templeton World Fund - Class A 3 3 4 World Stock 530 434 247
Growth Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Franklin Growth Fund - Class A 3 4 4 Large Growth 1518 1251 663
Value Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Franklin MicroCap Value Fund - Class A 4 4 5 Small Value 317 242 125
Mutual Quest Fund - Class A 4 5 5 World Stock 530 434 247
Sector Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Franklin DynaTech Fund - Class A 4 3 4 Large Growth 1518 1251 663
Franklin Utilities Fund - Class A 4 3 5 Utilities 97 80 52
Mutual Financial Services Fund - Class A 3 4 4 Financial 107 101 59
Asset Allocation Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Franklin Templeton 2025 Retirement Target Fund - Class A 4 – – Target Date 2021-2025 58 – –
Franklin Templeton 2035 Retirement Target Fund - Class A 4 – – Target Date 2031-2035 58 – –
Franklin Templeton Conservative Target Fund - Class A 3 4 4 Conservative Allocation 506 343 143
Franklin Templeton Moderate Target Fund - Class A 4 4 4 Moderate Allocation 950 796 454
Fixed Income Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Franklin Adjustable U.S. Government Securities Fund - Class A 4 4 3 Ultrashort Bond 114 101 51
Franklin Floating Rate Daily Access Fund - Class A 4 4 – Bank Loan 89 64 –
Templeton Global Bond Fund - Class A 5 5 5 World Bond 188 163 108
Tax Free Income Funds

As of October 31, 2009 (updated monthly)
Fund

 Morningstar Rating ™1  Morningstar
Rating ™ Category

 Number of Funds
in Category
Overall 3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs
Franklin California Tax-Free Income Fund - Class A 3 4 4 Muni California Long 152 141 115
Franklin Federal Tax-Free Income Fund - Class A 3 4 4 Muni National Long 247 228 202
Franklin High Yield Tax-Free Income Fund - Class A 4 4 4 High Yield Muni 129 107 85
Franklin Minnesota Tax-Free Income Fund - Class A 3 3 4 Muni Minnesota 56 53 52
Franklin Missouri Tax-Free Income Fund - Class A 3 3 4 Muni Single State Long 320 285 268
Franklin New Jersey Tax-Free Income Fund - Class A 3 3 4 Muni New Jersey 64 56 48
Franklin New York Intermediate-Term Tax-Free Income Fund - Class A 3 3 4 Muni New York Int/Short 52 52 34
Franklin New York Tax-Free Income Fund - Class A 3 3 4 Muni New York Long 112 109 94
Franklin North Carolina Tax-Free Income Fund - Class A 3 4 4 Muni Single State Long 320 285 268
Franklin Ohio Tax-Free Income Fund - Class A 3 3 4 Muni Ohio 64 57 50
Franklin Oregon Tax-Free Income Fund - Class A 4 4 4 Muni Single State Long 320 285 268
Franklin Pennsylvania Tax-Free Income Fund - Class A 3 3 4 Muni Pennsylvania 88 81 76
Franklin Tennessee Municipal Bond Fund - Class A 3 3 4 Muni Single State Long 320 285 268
Franklin Virginia Tax-Free Income Fund - Class A 3 4 4 Muni Single State Long 320 285 268
Important Legal Information
For more information on any of our funds, contact your financial advisor or download a prospectus. Investors should carefully consider a fund's investment goals, risks, charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.
Footnote
1.  Source: Morningstar. For each fund with at least a 3-year history, Morningstar calculates a risk-adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of all sales charges), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receives a Morningstar RatingTM of 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund and rated separately.) A fund's overall rating is derived from a weighted average of the performance figures associated with its 3-, 5- and 10- year (if applicable ) rating metrics. Past performance does not guarantee future results. Morningstar RatingTM is for Class A shares only; other classes may have different performance characteristics. ©2006 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results.
For U.S. residents only. Terms of Use  |  Privacy Policy
Franklin Footer
Copyright © 1999 - 2009. Franklin Templeton Investments. All rights reserved.