Templeton World Fund Quote

TEMWX Fund  USD 16.85  0.01  0.06%   

Performance

18 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 32

 
100  
 
Zero
Below Average
Templeton World is trading at 16.85 as of the 29th of March 2024; that is -0.06% down since the beginning of the trading day. The fund's open price was 16.86. Templeton World has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Templeton World Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund invests predominantly in the equity securities of companies located anywhere in the world, including developing markets. Under normal circumstances, it will invest in issuers located in at least three different countries . The equity securities in which the fund invests are primarily common stock, and may include small and mid capitalization companies. More on Templeton World Fund

Moving together with Templeton Mutual Fund

  0.96TEBIX Franklin Mutual BeaconPairCorr
  0.85TEDMX Templeton DevelopingPairCorr
  0.9TEDIX Franklin Mutual GlobalPairCorr
  0.87TEDSX Franklin Mutual GlobalPairCorr
  0.9TEDRX Franklin Mutual GlobalPairCorr

Moving against Templeton Mutual Fund

  0.58TEGBX Templeton Global BondPairCorr

Templeton Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Templeton World's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Templeton World or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationFranklin Templeton Investments Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Franklin Templeton Investments, Large Growth, World Large-Stock Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
Templeton World Fund [TEMWX] is traded in USA and was established 29th of March 2024. Templeton World is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 2.45 B in assets with no minimum investment requirementsTempleton World Fund is currently producing year-to-date (YTD) return of 11.8% with the current yeild of 0.01%, while the total return for the last 3 years was 5.4%.
Check Templeton World Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Templeton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Templeton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Templeton World Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Templeton World Fund Mutual Fund Constituents

SYYSyscoStockConsumer Staples
BKNGBooking HoldingsStockConsumer Discretionary
WBAWalgreens Boots AllianceStockConsumer Staples
NSANFNissan Motor CoPink SheetAuto Manufacturers
DISWalt DisneyStockCommunication Services
ROGRogersStockInformation Technology
KKellanovaStockConsumer Staples
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Templeton World Target Price Odds Analysis

Based on a normal probability distribution, the odds of Templeton World jumping above the current price in 90 days from now is about 5.26%. The Templeton World Fund probability density function shows the probability of Templeton World mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2852. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Templeton World will likely underperform. Additionally, templeton World Fund has an alpha of 0.0135, implying that it can generate a 0.0135 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 16.85HorizonTargetOdds Above 16.85
94.66%90 days
 16.85 
5.26%
Based on a normal probability distribution, the odds of Templeton World to move above the current price in 90 days from now is about 5.26 (This Templeton World Fund probability density function shows the probability of Templeton Mutual Fund to fall within a particular range of prices over 90 days) .

Templeton World Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Templeton World market risk premium is the additional return an investor will receive from holding Templeton World long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Templeton World. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Templeton World's alpha and beta are two of the key measurements used to evaluate Templeton World's performance over the market, the standard measures of volatility play an important role as well.

Templeton World Against Markets

Picking the right benchmark for Templeton World mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Templeton World mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Templeton World is critical whether you are bullish or bearish towards Templeton World Fund at a given time. Please also check how Templeton World's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Templeton World without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Templeton Mutual Fund?

Before investing in Templeton World, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Templeton World. To buy Templeton World fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Templeton World. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Templeton World fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Templeton World Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Templeton World Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Templeton World Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Templeton World Fund?

The danger of trading Templeton World Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Templeton World is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Templeton World. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Templeton World Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Templeton World Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in housing.
You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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When running Templeton World's price analysis, check to measure Templeton World's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Templeton World is operating at the current time. Most of Templeton World's value examination focuses on studying past and present price action to predict the probability of Templeton World's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Templeton World's price. Additionally, you may evaluate how the addition of Templeton World to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Templeton World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Templeton World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Templeton World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.