Templeton Institutional Fund International Equity Series
Shareclass
Templeton Instl Intl Eq Ser Primary (TFEQX)
Type
Open-end mutual fund
Gender equality score
61
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 78 out of 1,102 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
14/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Templeton Institutional Fund International Equity Series TFEQX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Sanofi SA2.91% of assets$1.63M invested
- 2. AstraZeneca PLC2.39% of assets$1.34M invested
- 3. Lloyds Banking Group PLC1.93% of assets$1.08M invested
- 4. Standard Chartered PLC2.64% of assets$1.48M invested
- 5. Unilever PLC1.71% of assets$955,302 invested
- 6. BP PLC2.22% of assets$1.24M invested
- 7. Danone SA1.54% of assets$859,345 invested
- 8. BAE Systems PLC1.75% of assets$976,290 invested
- 9. Kering SA0.95% of assets$533,453 invested
- 10. HSBC Holdings PLC1.12% of assets$625,089 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mitsubishi Electric Corp2.57% of assets$1.43M invested
- 2. Tokyo Electron Ltd1.03% of assets$575,045 invested
- 3. KDDI Corp1.23% of assets$685,585 invested
- 4. Securitas AB Class B1.88% of assets$1.05M invested
- 5. Ebara Corp1.55% of assets$866,757 invested
- 6. CRH PLC2.54% of assets$1.42M invested
- 7. Icon PLC0.74% of assets$412,371 invested
- 8. NXP Semiconductors NV1.07% of assets$600,298 invested
- 9. Mizuho Financial Group Inc2.55% of assets$1.43M invested
- 10. GFL Environmental Inc1.35% of assets$756,284 invested
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Financial performance
Performance data provided by
Find more financial data on TFEQX at Morningstar.com
Find more financial data on TFEQX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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