Footnotes
1 Diversification does not assure a profit or protect against loss. It is possible to lose money in a diversified portfolio.
2 Forward price to earnings (forward P/E) is a measure of the price-to-earnings (P/E) ratio using forecasted earnings for the P/E calculation.
3 The Federal Reserve (“Fed”) is responsible for the formulation of policies designed to promote economic growth, full employment, stable prices, and a sustainable pattern of international trade and payments.
4 Periods shorter than one year are shown as cumulative total returns.
Not FDIC Insured | No Bank Guarantee | May Lose Value
|
Inception Date |
12/31/1992 |
|
Benchmark |
MSCI EAFE Index-NR |
Fund Details
Fund Description
Seeks maximum long-term total return by investing primarily in non-U.S. stocks. Uses a quantitative process that assesses stocks by relative attractiveness based on a variety of measures including value, cash flow, earnings growth and sentiment. Region, country and sector allocations are based on rankings generated by the subadviser’s proprietary models. May invest up to 35% of its total assets in emerging markets.
Investment Team
|
Chris Floyd, CFA Years with Firm 24 Years Experience 25 |
Sundaram Chettiappan, CFA Years with Firm 5 Years Experience 18 |
Chandra Seethamraju, Ph.D. Years with Firm 11 Years Experience 24 |
What Are The Risks?
All investments involve risks, including possible loss of principal. Equity securities are subject to price fluctuation and possible loss of principal. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. Active and frequent trading may increase a shareholder’s tax liability and transaction costs. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Derivative instruments can be illiquid, may disproportionately increase losses, and have a potentially large impact on performance. These and other risks are discussed in the fund’s prospectus.
Important Information
The information provided is not a complete analysis of every material fact regarding any country, market, industry, security or fund. Because market and economic conditions are subject to change, comments, opinions and analyses are rendered as of the date of this material and may change without notice. A portfolio manager’s assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy; it is intended only to provide insight into the fund’s portfolio selection process. Holdings are subject to change.
Before investing, carefully consider a fund’s investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at www.franklintempleton.com. Please read it carefully.
Franklin Distributors, LLC. Member FINRA/SIPC. Franklin Distributors, LLC and Franklin Templeton Investment Solutions are Franklin Templeton companies.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Source: FactSet. Important data provider notices and terms available at www.franklintempletondatasources.com.
a. Gross expenses are the fund’s total annual operating expenses as of the fund’s prospectus available at the time of publication. Actual expenses may be higher and may impact portfolio returns. Net expenses reflect contractual fee waivers, expense caps and/or reimbursements, which cannot be terminated prior to 12/31/2025 without Board consent. Additional amounts may be voluntarily waived and/or reimbursed and may be modified or discontinued at any time without notice.
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