| 32.01 Net Asset Value | +0.53% 1 Day | +13.23% Year-to-Date | Overall Morningstar Rating |
| World stock Style or Category | 5.75 Sales Expenses | 1.32% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -0.65% | 3 years | +10.93% | |
| 3 months | +4.54% | 5 years | +5.61% | |
| 1 year | +26.15% | Since inception | +10.03% |
| TEDIX | Category | |
|---|---|---|
| Performance 5-yr return | +5.61% | +2.59% |
| Expense ratio | 1.32% | 1.45% |
| Risk 5 year sharpe ratio | 0.42 | 0.20 |
| Net assets | $20.8B | $1.2B |
| Average market cap | $37.3B | $34.5B |
| Average P/E | 13.8 | 15.7 |
| Portfolio turnover | 25% | 25% |
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 | Philippe Brugere-Trelat / 3 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 21.95% |
| Financial service | 19.30% |
| Industrial materials | 11.80% |
| Healthcare | 11.19% |
| Telecommunication | 7.46% |
| MRK Merck & Co Inc | 2.11% |
| ACE ACE Ltd | 2.06% |
| -- Jardine Strategic Holdings Limited | 1.97% |
| CVS CVS Caremark Corp | 1.95% |
| -- Vodafone Group PLC | 1.93% |
| -- British American Tobacco PLC | 1.91% |
| AAPL Apple Inc | 1.69% |
| MSFT Microsoft Corporation | 1.66% |
| -- Royal Dutch Shell PLC Class A | 1.66% |
| AIG American International Group Inc | 1.63% |
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