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Templeton Global Balanced Fund Advisor Class: (MF: TZINX)

(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET

$2.50 USD

-0.01 (-0.40%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 0.17 97
3 months -0.34 92
6 months 0.17 97
1 Year 6.38 89
3 Year -2.52 97
5 Year 0.18 98
10 Year 0.56 97

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 129.36

Load Adjusted Returns as of Jun 30, 2024

1 Year 6.38
5 Year 0.17
10 Year 0.56
Since Inception 2.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 0.51 -0.34 NA NA
2023 6.07 1.62 -4.44 11.13
2022 -2.67 -12.93 -9.83 12.13
2021 2.70 1.93 -4.21 -1.55
2020 -17.34 6.03 3.39 12.29
2019 5.27 -0.02 -1.95 4.25

Annual Return

20242023202220212020201920182017201620152014
% Total Return 0.1714.48-14.32-1.271.757.57-9.1812.415.50-1.93-0.42
% Total Return Rel to Index -15.13-11.763.88-29.96-16.65-23.91-4.79-9.38-6.42-3.32-14.07
% Total Return Rel to Peer -6.011.32-1.35-12.78-8.93-9.62-2.68-1.04-0.760.42-4.50
% Perf Quintile vs Peer* 0.003.002.005.005.005.005.004.004.004.005.00
% Dividends 0.060.090.070.060.060.120.120.090.030.120.17
% Yield 2.543.773.322.322.034.264.362.711.074.095.52
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.080.00
Expense Ratio 0.000.950.950.951.000.940.910.890.900.860.87

* 1 = Top 20%, 5 = Bottom 20%