What is the fund's Morningstar rating? (Advisor Class)
4 stars
100
Who founded Franklin back in 1947?
Rupert H. Johnson, Sr.
100
FKBAX
Franklin Total Return Fund (Class A)
100
What does FLIO stand for?
Franklin Liberty International Opportunities ETF
100
What is the ticker listed in the Comp Book?
TEMMX
200
A significant overweight to the _______ sector added value in 2016.
Energy
200
How old was Charlie Johnson when he took over as president and CEO in 1957?
Age 24.
200
FISAX
Franklin Adjustable U.S. Government Securities Fund (Class A)
200
Where are the Stock ideas sourced from?
Franklin Templeton's investment teams from around the world.
200
What is the largest Sector Allocation?
Consumer Discretionary
300
The fund continues to be significantly underweight what sector?
Consumer Staples
300
What year did Franklin (Franklin Resources, Inc.) go public?
1971
300
FMIAX
Mutual International Fund (Class A)
300
FLIO takes advantage of the highest conviction stock ideas, sourced locally across what 3 markets?
Developed, Emerging and Frontier
300
The fund has a "Notable Focus on Valuation and ________"
Risk Awareness
400
What time-frame(s) does the fund rank in the top quartile?
4Q'16
1-year
5-year
10-year
400
The company's first line of mutual funds was a series of conservatively managed equity and bond funds designed to appeal to most investors. What was the name of that line of funds?
Franklin Custodian Funds
400
TAEMX
Templeton Emerging Markets Balanced Fund (Class A)
400
3 of the 4 Examples of Common Criteria listed are:
1) Focus on Quality
2) Superior Earnings Growth
3) Low Financial Leverage
What is the 4th?
Strong Management Track Record
400
As of January, as listed the January Comp Book, what is the total number of countries the fund has investments in?
(Regional Allocation)
28
500
Stock selection in what geographic are added value?
Europe
500
What is the full name of the company Franklin purchased from Sir John in 1992?
Templeton, Galbraith & Hansberger Ltd.
500
ICPHX
Templeton Global Currency Fund (Class A)
500
What are the names of the 2 fund managers?
Stephen Dover and Purav Jhaveri
500
Give three of the five key competitive advantages of the "Templeton Approach"
1) on-the-ground research
2) value oriented
3) risk awareness
4) broad country coverage
5) Unique, consumer-oriented portfolio investments