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With the ability to sort byīoth category and rating, investors have the ability to easily research some of the top funds according to Morningstar.įranklin Templeton Investments, like its competitors, would prefer investors maintain regular contact with a financial advisor. Is dedicated to the current 17 funds with four- and five-star Morningstar ratings. For those interested in Morningstar ratings, an entire page Other fund categories include, but are not limited to money funds, international, value and tax-free income. In turn, Class C shares have higher annual fees and expenses than Class A shares. Class C shares generally have a small deferred sales charge that is paid if the funds are sold within a short amount of time, oftentimes one year. Class A shares generally deduct sales charges on the front end when the investment is made. Many of the funds offered have different classes of shares, such as A and C shares. The fact sheet is most similar to what an advisor would provide to show additional information about the fund in question, including its managers, asset allocation and information on sales charges and expenses.Ī quick search of growth funds with class C and C1 shares resulted in six options carrying gross expense ratios ranging from 1.68% to 1.92%, compared to the A and A1 shares whose gross expense ratios ranged from. From the same menu one can add different funds to a “watch list” for future reference and bring up the fund’s fact sheet in a new window. Once sorted, the funds can be reviewed or compared, tracking several different metrics including net asset value, year-to-date net asset value, as well as historical returns shown with either net asset value or sales charges included.
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If someone was more interested in exploring fund families or fund categories, those sorting options are available. If someone knew the name of a fund, they could enter it into a search bar. This section of the website, however, allows one to view all funds, or to narrow or sort those funds in a better suited way. In fact, the sheer volume of availability could make it difficult for someone doing research. By delving deeper into the account clients are able to see different transactions, including investments, withdrawals and dividends paid.Ī portion of the website that will be of particular interest to many customers is the section entitled “Prices & Performance.” As mentioned before, Franklin Templeton Investments offers a large number of mutual funds. website, offers a wealth of information for customers, who are immediately upon sign-in taken to an account summary page with a toolbar to the left with the heading, “I AM HERE TO.” By hovering over this toolbar, clients have fast access to review their fund(s) performance, make account changes, as well as buy and sell fund shares. The latter is an option for high net worth individuals or institutions, often requiring initial investments of $100,000 or $250,000, to have Franklin Templeton Portfolio Advisors create a personal portfolio. While Franklin Templeton is probably best known for offering open-ended mutual funds, closed-end mutual funds and exchange traded funds, the company also serves its clients by offering vehicles such as 529 plans, education savings accounts and separately managed accounts. Furthermore, Franklin Templeton goes in to a fair amount of detail about the fees and expenses associated with mutual funds, explaining the difference and applicability of terms like sales charges and fund expenses, and the difference between class A and class C shares. The company goes to great lengths to give those new to mutual funds a detailed explanation about the instrument, the benefits of investing in them, the differing kinds of funds available and different investing styles. Additionally, some of Franklin Templeton’s funds have been open for over 60 years. Franklin Templeton boasts a bountiful lineup of mutual funds, some of which are considered industry leaders by publications like U.S. The company’s debt has favorable ratings from both Moody’s and Standard and Poor’s. Franklin Templeton Investments is a global financial services company serving customers in more than 150 countries, with $5 billion under management and over 600 investment professionals.