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Morningstar Fund Ratings
 
Morningstar Overall RankingTM 31.12.2011
Equity Funds - Global Morningstar Overall Ranking
Franklin Global Real Estate Fund 3 stars
Franklin Global Small-Mid Cap Growth Fund 5 stars
Franklin Mutual Global Discovery Fund 4 stars
Franklin Templeton Global Growth and Value Fund 3 stars
Templeton Global (Euro) Fund 3 stars
Templeton Global Fund 3 stars
Templeton Growth (Euro) Fund 3 stars
Equity Funds U.S. Morningstar Overall Ranking
Franklin Biotechnology Discovery Fund 4 stars
Franklin Global Growth Fund 3 stars
Franklin Mutual Beacon Fund 3 stars
Franklin Technology Fund 4 stars
Franklin U.S. Equity Fund 3 stars
Franklin U.S. Opportunities Fund 4 stars
Franklin U.S. Small-Mid Cap Growth Fund 4 stars
Equity Funds - Europe Morningstar Overall Ranking
Franklin European Growth Fund 4 stars
Franklin European Small-Mid Cap Growth Fund 4 stars
Franklin Mutual European Fund 4 stars
Templeton Euroland Fund 3 stars
Templeton European Fund 3 stars
Equity Funds - Emerging Markets Morningstar Overall Ranking
Franklin Asian Flex Cap Fund 4 stars
Franklin India Fund 4 stars
Templeton Asian Growth Fund 5 stars
Templeton China Fund 4 stars
Templeton Emerging Markets Fund 3 stars
Templeton Latin America Fund 4 stars
Balanced funds Morningstar Overall Ranking
Franklin Income Fund 4 stars
Templeton Global Income Fund 4 stars
Fixed Income funds Morningstar Overall Ranking
Franklin High Yield Fund 3 stars
Franklin U.S. Government Fund 4 stars
Franklin U.S. Total Return Fund 4 stars
Franklin U.S. Low Duration Fund 3 stars
Templeton Asian Bond Fund 3 stars
Templeton Emerging Markets Bond Fund 4 stars
Templeton Global Bond (Euro) Fund 3 stars
Templeton Global Bond Fund 5 stars
Templeton Global Total Return Fund 5 stars
Money Funds Morningstar Overall Ranking
Templeton Euro Liquid Reserve Fund 3 stars
   
Morningstar Star Rankings Definition

The Morningstar Europe Star Rating provides a ranking of the returns of comparable funds, taking into account fund costs and risk. Ratings are sector specific which means that they are not suitable when comparing funds in different sectors. The key ingredients of the Morningstar Star Rating are:

Morningstar Categories: These bring together funds that have genuinely similar investment policies, as reflected by their portfolio holdings. The relevant parameters are a fund's investments in particular equity markets in bonds markets or in a combination of both.

Costs inputs: All annual expenses incurred by a fund are already deducted from the raw performance figures. Additionally, the Morningstar Rating systematically takes initial charges into account.

A risk-adjusted return calculation: For all rated funds, 36 months of performance data is combined with a sophisticated measure of risk to give an overall rating.

Fund Stars allocated Sector Ranking
5 Stars Top 10%
4 Stars Next 22.5%
3 Stars Middle 35%
2 Stars Next 22.5%
1 Star Bottom 10%


Morningstar ratings are applied at share class level, which means that each share class requires 36 monthly returns before it will be awarded a rating. Only funds with a minimum of 3 stars rating are shown in this report.

© 2011 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

© 2011 Morningstar, Inc. All Rights Reserved. Morningstar RatingTM as of 31.12.2011. For details of sector names and number of funds rated please click here (PDF, <200K).
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