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Morningstar

Templeton Global Total Return A TGTRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.48  /  0.07 %
  • Total Assets 476.9 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 7.30%
  • Effective Duration 1.93 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis TGTRX

Will TGTRX 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 TGTRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TGTRX 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 TGTRX’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 Total Return 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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