| 38.94 Net Asset Value | +0.83% 1 Day | +0.62% Year-to-Date | Overall Morningstar Rating |
| China region Style or Category | 5.75 Sales Expenses | 1.87% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +4.34% | 3 years | +10.95% | |
| 3 months | -2.97% | 5 years | +3.06% | |
| 1 year | +16.28% | Since inception | +6.99% |
| TCWAX | Category | |
|---|---|---|
| Performance 5-yr return | +3.06% | -1.70% |
| Expense ratio | 1.87% | 1.84% |
| Risk 5 year sharpe ratio | 0.21 | 0.12 |
| Net assets | $1.0B | $226.0M |
| Average market cap | $22.5B | $25.3B |
| Average P/E | 11.5 | 11.0 |
| Portfolio turnover | 7% | 7% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Franklin Templeton Investment Funds |
| Fund manager & tenure | Mark Mobius / 19 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 30.85% |
| Financial service | 18.74% |
| Consumer service | 9.80% |
| Industrial materials | 9.56% |
| Hardware | 8.42% |
| DFILF Dairy Farm International Holdings Ltd | 9.17% |
| -- China Petroleum & Chemical Corporation H Shares | 7.27% |
| -- CNOOC, Ltd. | 6.91% |
| -- PetroChina Co Ltd H Shares | 5.30% |
| -- Taiwan Semiconductor Manufacturing | 4.95% |
| -- China Mobile Ltd. | 3.99% |
| -- China Shenhua Energy Company Limited H Shares | 3.43% |
| -- Bank Of China Ltd. H Shares | 3.07% |
| -- China Construction Bank Corp H Shares | 2.88% |
| -- Great Wall Motor Co., Ltd. H Shares | 2.77% |
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