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Fund |
| Fund name: Templeton Capital Accumulator
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| Symbol: TECAX
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Portfolio contains these types of investments:
Nortel Networks - Skandia Foersaekrings - Telefonos de Mex L ADR - Total Fina Cl B - Philips Electncs (NV) - Nokia - 3Com - DBS Grp Hldgs - Target - Telecom Italia
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| Minimum Investment: $100
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| 1-Year Profit Projection: N/A
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Brief fund description:
Templeton Capital Accumulator Fund seeks long-term capital growth. The fund invests in securities of issuers throughout the world. It emphasizes common stocks, and may invest no more than 5% of assets in fixed-income securities rated below BBB. Fund shares are available only through the 15- and 25-year Templeton Capital Accumulation Plans. Under the terms of these contractual-obligation plans, investors can pay an effective load of up to 9%. The total load is contingent on the monthly investment amount; the load declines as the monthly investment increases.
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Expenses
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| Annual expense ratio: 1.11
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 9.00
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Performance
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| Performance 3 Months: 1.98
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| Performance Year to Date: -1.2
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| Performance 12 Months: 11.3
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| Performance 3 Years: 9.11
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| Performance 5 Years: 14.2
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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