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Morningstar

Templeton Global Bond Adv TGBAX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 7.90  /  0.25 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.720%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 5.19%
  • Effective Duration 1.83 years

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis TGBAX

Will TGBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TGBAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TGBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TGBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This reputable team’s ambitious approach sports considerable risks.

Senior Analyst

Summary

| by Mike Mulach

Templeton Global Bond benefits from a capable and well-resourced team, but concerns with risk management overwhelm the strategy’s strengths. It earns a Morningstar Analyst Rating of Neutral across its share classes.

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