Templeton Global Balanced Fund Cash Position Weight
| TINCX Fund | USD 2.68 0.01 0.37% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Templeton Global's long-term financial health and intrinsic value.
Templeton |
Templeton Global Balanced Mutual Fund Cash Position Weight Analysis
Templeton Global's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Templeton Global Cash Position Weight | 18.04 % |
Most of Templeton Global's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Templeton Global Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Templeton Global Balanced has 18.04% in Cash Position Weight. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the World Allocation category. The cash position weight for all United States funds is notably lower than that of the firm.
Templeton Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Templeton Global's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Templeton Global could also be used in its relative valuation, which is a method of valuing Templeton Global by comparing valuation metrics of similar companies.Templeton Global is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Templeton Global
The fund invests 54.17% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (27.58%) , cash (18.04%) and various exotic instruments.Asset allocation divides Templeton Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Templeton Fundamentals
| Price To Earning | 13.52 X | ||||
| Price To Book | 1.21 X | ||||
| Price To Sales | 0.82 X | ||||
| Total Asset | 108.07 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 16.61 % | ||||
| One Year Return | 15.17 % | ||||
| Three Year Return | 10.24 % | ||||
| Five Year Return | 5.06 % | ||||
| Ten Year Return | 3.89 % | ||||
| Net Asset | 371.89 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 18.04 % | ||||
| Equity Positions Weight | 54.17 % | ||||
| Bond Positions Weight | 27.58 % |
About Templeton Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Templeton Global Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Templeton Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Templeton Global Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Templeton Global financial ratios help investors to determine whether Templeton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Templeton with respect to the benefits of owning Templeton Global security.
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