Templeton Institutional Funds - Global Equity Series (TGESX)
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Templeton Institutional Funds - Global Equity Series
Templeton Institutional Funds
Broward Financial Centre, 500 East Broward Blvd, S
Fort Lauderdale FL 33394-3091
800-342-5236
Management Information
Matthew R. Nagle,Lead Manager since December 31, 2017
Matthew R. Nagle is an executive vice president, portfolio manager and research analyst in the Templeton Global Equity Group, responsible for managing institutional portfolios. He also has global research responsibilities for the US banks sector, electronic manufacturing services and component manufacturer companies.
Prior to joining Franklin Templeton in 2003, Mr. Nagle was an associate sell-side analyst for Sanford C. Bernstein & Co., a research associate with ABN AMRO, and an auditor for financial services companies at Coopers & Lybrand. He entered the financial services industry in 1998.
Mr. Nagle holds a B.B.A. in accounting from Siena College and an M.B.A. in finance from New York University. He is a Chartered Financial Analyst (CFA) charterholder and a Certified Public Accountant (CPA).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Large Stock
Fund FamilyFranklin Templeton Investments
Net Assets266.49M
YTD Return-21.74%
Yield0.42%
Morningstar Rating★★
Inception DateMar 30, 2008
Fund Operations
Last Dividend5.29
Last Cap Gain0.00
Holdings Turnover45.16%
Average for CategoryN/A
Fees & Expenses
ExpenseTGESXCategory Average
Annual Report Expense Ratio (net)0.85%1.06%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.21%
3 Yr Expense Projection271N/A
5 Yr Expense Projection471N/A
10 Yr Expense Projection1,049N/A
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