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Templeton China World Fund Class A (TCWAX)

Net Asset Value
1 Day
Overall Morningstar Rating
China region
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of "China companies." It also invests in American- Global and European Depositary Receipts. China companies may be any size across the entire market capitalization spectrum. In addition to the fund's main investments- the fund may invest up to 20% of its net assets in securities that do not qualify as China company securities- but whose issuers- in the judgment of the investment manager- are expected to benefit from developments in the economy of China- Hong Kong or Taiwan. It is non-diversified.


1 month+8.90% 3 years+9.27%
3 months+4.81% 5 years+4.23%
1 year+36.39% Since inception+7.79%
Data through --

Peer Comparisonvs. China region

Performance 5-yr return+4.23%+9.59%
Expense ratio1.91%1.72%
Risk 5 year sharpe ratio0.300.58
Net assets$317.4M$221.7M
Average market cap$38.9B$30.2B
Average P/E15.413.6
Portfolio turnover8%8%

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Fund Management and Purchase Info

Fund familyFranklin Templeton Investments
Fund manager & tenureEddie Chow / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


International stock99.17%
Fixed income0.51%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Energy 30.85%
Financial service 18.74%
Consumer service 9.80%
Industrial materials 9.56%
Hardware 8.42%
Top 10 Holdings
Portfolio weighting
-- 11.52%
-- 9.66%
BABA Alibaba Group Holding Ltd6.87%
-- 5.65%
-- 5.07%
-- 4.80%
-- 4.43%
-- 4.37%
-- 3.14%
-- 3.02%