Franklin Global Real Estate Adv
One Franklin Parkway San Mateo CA 94403-1906
Map
Phone: 800-321-8563
| Category: | Global Real Estate | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 57.65M | | Year-to-Date Return: | -11.89% | | Yield: | 4.34% | | Morningstar Rating: | N/A | | Fund Inception Date: | 16-Jun-06 |
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Jack Foster
Lead Manager since
16-Jun-06 | | | Jack Foster, managing director and head of Global Real Estate, joined Franklin Templeton in 1987. Mr. Fosters responsibilities include advising institutional real estate investors on global property investments and management of global real estate portfolios, which include both property securities and unlisted property securities for the firm. Mr. Foster worked as a commercial real estate broker in New York City. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks high total return. The fund normally invests at least 80% of net assets in securities of companies located anywhere in the world that operate in the real estate sector. It concentrates in securities of companies in the real estate industry, including REITs and similar REIT-like entities domiciled outside the U.S.; companies qualifying under U.S. federal tax law as REITs; and companies that derive at least half of their assets or revenues from residential, commercial or industrial real estate. The fund is nondiversified. |
| Last Dividend
(15-Sep-08):
| 0.06 | | Last Cap Gain
(17-Dec-07):
| 0.00 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| N/A |
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| Expense | FVGRX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.50% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.28% | | 3 Yr Expense Projection*: |
$430 | $786 | | 5 Yr Expense Projection*: |
$776 | $1,151 | | 10 Yr Expense Projection*: |
$1,752 | $2,319 |
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