advisormonthly - Franklin Templeton Investments
advisormonthly - Franklin Templeton Investments
advisormonthly - Franklin Templeton Investments
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FUND RATINGSMorningstar Overall, 3-, 5- and 10-Year RatingsAs at January 31, 20145-Star Overall Morningstar RatingOVERALL 3-YR. # OF 5-YR. # OF 10-YR. # OFFUND NAME (SERIES A) MORNINGSTAR RATING MORNINGSTAR CATEGORY RATING FUNDS RATING FUNDS RATING FUNDS<strong>Franklin</strong> Bissett Energy Corporate Class ´´´´´ Natural Resources Equity 5 139 5 112 N/A N/A<strong>Franklin</strong> Bissett Microcap Fund ´´´´´ Canadian Small/Mid Cap Equity 4 163 5 145 5 644-Star Overall Morningstar RatingOVERALL 3-YR. # OF 5-YR. # OF 10-YR. # OFFUND NAME (SERIES A) MORNINGSTAR RATING MORNINGSTAR CATEGORY RATING FUNDS RATING FUNDS RATING FUNDS<strong>Franklin</strong> Bissett All Canadian Focus Fund ´´´´ Canadian Equity 4 299 4 238 N/A N/A<strong>Franklin</strong> Bissett Canadian All Cap Balanced Fund ´´´´ Canadian Equity Balanced 4 268 4 209 N/A N/A<strong>Franklin</strong> Bissett Canadian Balanced Fund ´´´´ Canadian Neutral Balanced 5 390 4 267 3 105<strong>Franklin</strong> Bissett Canadian Equity Fund ´´´´ Canadian Equity 4 299 5 238 4 103<strong>Franklin</strong> Bissett Canadian High Dividend Fund ´´´´ Canadian Small/Mid Cap Equity 3 163 3 145 4 64<strong>Franklin</strong> Bissett Corporate Bond Fund ´´´´ Canadian Fixed Income 4 326 4 216 N/A N/A<strong>Franklin</strong> Bissett Dividend Income Fund ´´´´ Canadian Equity Balanced 4 268 4 209 4 75<strong>Franklin</strong> Bissett Small Cap Fund ´´´´ Canadian Small/Mid Cap Equity 4 163 4 145 3 64<strong>Franklin</strong> Bissett U.S. Focus Corporate Class ´´´´ U.S. Equity 3 417 4 340 N/A N/A<strong>Franklin</strong> Mutual Global Discovery Fund ´´´´ Global Equity 3 680 2 543 5 208<strong>Templeton</strong> Global Balanced Fund ´´´´ Tactical Balanced 5 87 3 52 N/A N/A<strong>Templeton</strong> Global Bond Fund ´´´´ Global Fixed Income 3 77 4 55 4 313-Star Overall Morningstar RatingOVERALL 3-YR. # OF 5-YR. # OF 10-YR. # OFFUND NAME (SERIES A) MORNINGSTAR RATING MORNINGSTAR CATEGORY RATING FUNDS RATING FUNDS RATING FUNDS<strong>Franklin</strong> Bissett Bond Fund ´´´ Canadian Fixed Income 3 326 3 216 3 103<strong>Franklin</strong> Bissett Canadian Dividend Fund ´´´ Canadian Dividend & Income Equity 3 268 4 217 3 58<strong>Franklin</strong> Bissett Canadian Short Term Bond Fund ´´´ Canadian Short Term Fixed Income 3 116 3 69 3 38<strong>Franklin</strong> Bissett Canadian Short Term Bond Yield Class ´´´ Canadian Short Term Fixed Income 3 116 N/A N/A N/A N/A<strong>Franklin</strong> Bissett Corporate Bond Yield Class ´´´ Canadian Fixed Income 3 326 3 216 N/A N/A<strong>Franklin</strong> Flex Cap Growth Fund ´´´ U.S. Equity 3 417 2 340 3 175<strong>Franklin</strong> High Income Fund ´´´ High Yield Fixed Income 4 144 4 69 1 38<strong>Franklin</strong> Mutual U.S. Shares Fund ´´´ Global Equity 3 680 4 543 2 208<strong>Franklin</strong> Quotential Balanced Growth Portfolio ´´´ Global Equity Balanced 2 468 3 406 4 121<strong>Franklin</strong> Quotential Balanced Income Portfolio ´´´ Global Neutral Balanced 2 419 3 309 3 72<strong>Franklin</strong> Quotential Diversified Equity Portfolio ´´´ Global Equity 3 680 3 543 3 208<strong>Franklin</strong> Quotential Diversified Income Portfolio ´´´ Global Fixed Income Balanced 3 175 3 135 3 19<strong>Franklin</strong> U.S. Core Equity Fund ´´´ U.S. Equity 2 417 3 340 N/A N/A<strong>Franklin</strong> World Growth Corporate Class ´´´ Global Equity 2 680 3 543 N/A N/A<strong>Templeton</strong> Global Smaller Companies Fund ´´´ Global Small/Mid Cap Equity 2 79 3 72 3 33<strong>Templeton</strong> Growth Fund, Ltd. ´´´ Global Equity 4 680 3 543 3 208<strong>Templeton</strong> International Stock Fund ´´´ International Equity 3 265 3 211 3 8650 <strong>advisormonthly</strong> FRANKLIN TEMPLETON INVESTMENTS For Dealer Use Only. Not For Distribution to the Public.