Fund Description

The fund seeks long-term capital growth by investing at least 80% of its net assets in foreign securities, that are predominantly equity securities of companies located outside of the U.S., including developing markets.

Strategy Statement

"Templeton Foreign Fund has a bottom-up, long-term investment strategy that goes to great lengths in search of undervalued stocks outside of the United States."

Management

Tucker Scott, CFA

Tucker Scott, CFA®

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2007
Norman Boersma, CFA

Norman Boersma, CFA®

  • Joined Franklin Templeton in 1991
  • Managed Fund Since 2011
James Harper, CFA

James Harper, CFA®

  • Joined Franklin Templeton in 2007
  • Managed Fund Since 2010
Heather Arnold, CFA

Heather Arnold, CFA®

  • Joined Franklin Templeton in 1997
  • Managed Fund Since 2014
Christopher James Peel, CFA

Christopher James Peel, CFA®

  • Joined Franklin Templeton in 2007
  • Managed Fund Since 2017
Herbert J Arnett Jr.

Herbert J Arnett Jr.

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2017

Rating

Overall Morningstar Rating As of 07/31/2018

Rating Category: Foreign Large Value

Morningstar
The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.

Historical Morningstar Rating As of 07/31/2018

Years Ratings Funds
in category
3
3 Stars
275
5
2 Stars
227
10
4 Stars
145

Morningstar Style Box As of03/31/2018

Strategy, Benefits, Results

Strategy

Our strategy is built upon the following Templeton cornerstones, which have been in place for more than 70 years.

  • Search Globally. We believe bargains have no borders when searching for the best investment opportunities.
  • Seek Value. We search worldwide for stocks selling at prices we believe are low relative to their true value.
  • Perform Fundamental, Bottom-Up Research. We conduct in-person visits and perform extensive fundamental research to model a company's potential future earnings, cash flow and asset value relative to its stock price.
  • Practice Patient, Long-Term Investing. We evaluate a company's potential for earnings and growth over a five-year horizon.

Benefits

  • Diversification. By investing primarily in international securities, Templeton Foreign Fund can offer diversification to complement the U.S. portion of your portfolio.
  • Reduced Volatility. Templeton Foreign Fund has historically experienced less volatility than its benchmark, the MSCI All Country World ex-U.S. Index.
  • Low Average Turnover Ratio. Our long-term investing approach has historically resulted in a lower than average portfolio turnover ratio.

Selling The Fund

  1. Highlight how the fund uses a five-year time horizon when searching for true bargains.

  2. Point out the fund’s long-term approach to investing.

  3. Emphasize the fund’s international search for value.

  4. Mention Templeton’s value, patience and bottom-up investment philosophy.

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