About this Fund
Templeton Institutional Funds is a renowned mutual fund company that specializes in providing a wide range of investment solutions to institutional investors, leveraging its expertise in asset management to help clients achieve their long-term financial objectives. With a strong focus on wealth management, the company offers a diverse array of mutual funds that cater to various investor needs, including equity, debt, hybrid, and money market funds, enabling investors to create a well-rounded portfolio that aligns with their risk tolerance and investment goals. By adopting a disciplined investment approach, Templeton Institutional Funds aims to deliver consistent returns and minimize risk, making it an attractive choice for institutional investors seeking to optimize their investment portfolios through systematic investment plans, or SIPs. The company's investment philosophy is centered around a thorough research-driven process, which involves conducting in-depth analysis of market trends, economic conditions, and company fundamentals to identify potential investment opportunities that can generate long-term value for its clients. Templeton Institutional Funds' investor-centric approach has earned the trust of numerous institutional investors, including pension funds, endowments, and foundations, who appreciate the company's commitment to transparency, accountability, and exceptional client service. By combining its extensive investment expertise with a deep understanding of the complex needs of institutional investors, Templeton Institutional Funds has established itself as a leading provider of mutual fund solutions, helping its clients navigate the complexities of the investment landscape and achieve their wealth management objectives. With a proven track record of delivering strong investment performance and a dedication to building long-term relationships with its clients, Templeton Institutional Funds has become a trusted partner for institutional investors seeking to create a robust and diversified investment portfolio that can withstand the test of time. The company's expertise in asset management, coupled with its ability to adapt to changing market conditions, has enabled it to maintain a strong reputation in the investment community, making it a preferred choice for institutional investors who require a reliable and experienced mutual fund partner to help them achieve their investment goals. Through its comprehensive range of mutual funds and commitment to exceptional client service, Templeton Institutional Funds continues to play a vital role in helping institutional investors manage their wealth effectively, providing them with the necessary tools and expertise to make informed investment decisions and create a secure financial future.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
2 positions
Frequently Asked Questions — TEMPLETON INSTITUTIONAL FUNDS
What type of mutual fund is TEMPLETON INSTITUTIONAL FUNDS?
TEMPLETON INSTITUTIONAL FUNDS is a SEC-registered Equity fund, with $24M in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, TEMPLETON INSTITUTIONAL FUNDS holds 2 portfolio positions, all detailed in the holdings table on this page.
What are TEMPLETON INSTITUTIONAL FUNDS's assets under management (AUM)?
TEMPLETON INSTITUTIONAL FUNDS has $24M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are TEMPLETON INSTITUTIONAL FUNDS's top holdings?
According to TEMPLETON INSTITUTIONAL FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
Nayax Ltd.,
Arcos Dorados Holdings, Inc.
.
The complete list of all 2 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is TEMPLETON INSTITUTIONAL FUNDS's expense ratio?
Expense ratio data for TEMPLETON INSTITUTIONAL FUNDS is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find TEMPLETON INSTITUTIONAL FUNDS's SEC filings?
TEMPLETON INSTITUTIONAL FUNDS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000865722.
You can access all of TEMPLETON INSTITUTIONAL FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0000865722).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is TEMPLETON INSTITUTIONAL FUNDS's holdings data on StockSifting?
Holdings data for TEMPLETON INSTITUTIONAL FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.