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Strongly Rated Franklin Templeton Funds According to Morningstar®


The following 17 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 one- and/or five-year periods. For standardized and most recent month-end performance, click on the fund name. Past performance does not guarantee future results.

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International Funds As of March 31, 2014 (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 4 4 Foreign Small/Mid Blend 66 55 26
Mutual European Fund - Class A 3 2 5 Europe Stock 88 75 64
Templeton Emerging Markets Small Cap Fund - Class A 3 5 Diversified Emerging Mkts 424 317
Templeton Frontier Markets Fund - Class A 5 4 Diversified Emerging Mkts 424 317

Global Funds As of March 31, 2014 (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 3 2 5 World Stock 804 642 323

Growth Funds As of March 31, 2014 (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 Small Cap Growth Fund - Class A 4 5 3 Small Growth 633 555 373

Value Funds As of March 31, 2014 (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 3 3 4 Small Value 311 258 162
Mutual Quest Fund - Class A 3 2 5 World Stock 804 642 323

Hybrid Funds As of March 31, 2014 (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 Income Fund - Class A 4 5 4 Conservative Allocation 562 488 244

Fixed Income Funds As of March 31, 2014 (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
Templeton Global Bond Fund - Class A 3 3 5 World Bond 270 225 131
Templeton Global Total Return Fund - Class A 3 5 World Bond 270 225

Tax Free Income Funds As of March 31, 2014 (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 Arizona Tax-Free Income Fund - Class A 3 3 4 Muni Single State Long 293 277 230
Franklin California High Yield Municipal Fund - Class A 4 5 5 Muni California Long 138 133 108
Franklin California Intermediate-Term Tax-Free Income Fund - Class A 4 4 4 Muni California Interm 43 37 34
Franklin California Tax-Free Income Fund - Class A 3 3 4 Muni California Long 138 133 108
Franklin Federal Tax-Free Income Fund - Class A 3 3 4 Muni National Long 227 209 171
Franklin New York Intermediate-Term Tax-Free Income Fund - Class A 3 3 4 Muni New York Interm 38 36 33

Important Legal Information

All investments involve risks, including possible loss of principal. Generally, those offering potential for higher returns are accompanied by a higher degree of risk. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices are affected by interest rate changes. Bond prices, and thus a bond fund's share price, generally move in the opposite direction of interest rates. As the price of bonds in a fund adjusts to a rise in interest rates, the fund's share price may decline. High-yield, lower-rated ("junk") bonds generally have greater price swings and higher default risks. Foreign investing, especially in developing markets, has additional risks such as currency and market volatility and political or social instability. For tax-free income funds, the alternative minimum tax may apply. These and other risks pertaining to specific funds, such as those involving investments in specialized industry sectors or use of complex securities, are discussed in each fund's prospectus. By clicking on the fund name, you will be taken to a more detailed fund information page which includes main investments and risks.

For more information on any of our funds, contact your financial advisor or download a free prospectus. Investors should carefully consider a fund's investment goals, risks, sales 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.) Morningstar RatingTM is for Class A shares only; other classes may have different performance characteristics 2012 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.

For U.S. residents only.