Templeton World Fund Quote
| TWDAX Fund | USD 16.91 0.08 0.47% |
PerformanceVery Weak
| Odds Of DistressLow
|
Templeton World is trading at 16.91 as of the 21st of March 2025; that is 0.47 percent down since the beginning of the trading day. The fund's open price was 16.99. Templeton World has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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
TEMPLETON Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Franklin Templeton Investments, Large Blend, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of March 2025 |
Templeton World Fund [TWDAX] is traded in USA and was established 21st of March 2025. 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 4.3 B in assets with minimum initial investment of 100 K. Templeton World is currently producing year-to-date (YTD) return of 1.38% with the current yeild of 0.0%, while the total return for the last 3 years was 12.13%.
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
| MDT | Medtronic PLC | Stock | Health Care | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| FOXA | Fox Corp Class | Stock | Communication Services | |
| AMGN | Amgen Inc | Stock | Health Care | |
| KR | Kroger Company | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| DD | Dupont De Nemours | Stock | Materials |
Templeton World Risk Profiles
| Mean Deviation | 0.8535 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.49 | |||
| Risk Adjusted Performance | (0.08) |
Templeton World Against Markets
Other Information on Investing in TEMPLETON Mutual Fund
Templeton World financial ratios help investors to determine whether TEMPLETON Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in TEMPLETON with respect to the benefits of owning Templeton World security.
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