Templeton Institutional Foreign Smaller Companies Series Fund (TFSCX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TFSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TFSCX
TFSCX charges 1.02% annually. There are 31 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | TFSCX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | TFSCX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | TFSCX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.90B | Feb 2019 | TFSCX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | TFSCX vs AVDVX |
Best Risk-Adjusted Alternatives to TFSCX
TFSCX has a PortfoliosLab risk / return rank of 19. There are 57 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 95 | — | Sep 2021 | TFSCX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | TFSCX vs HRIIX | |
| Kopernik Global All-Cap Fund | 80 | — | Oct 2013 | TFSCX vs KGGIX | |
| Avantis International Small Cap Value Fund Class G | 80 | — | Jan 2021 | TFSCX vs AVANX | |
| Kopernik Global All-Cap Fund Class A | 80 | — | Nov 2013 | TFSCX vs KGGAX |
Top Performing TFSCX Alternatives (YTD)
TFSCX is at 12.57% YTD. There are 28 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 45.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 45.74% | — | Sep 2021 | TFSCX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 45.63% | — | Aug 2023 | TFSCX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 35.70% | — | Mar 2022 | TFSCX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 28.42% | — | Nov 1993 | TFSCX vs LZISX | |
| Artisan International Explorer Fund | 25.31% | — | May 2022 | TFSCX vs ARHBX |
Lowest Volatility Alternatives to TFSCX
TFSCX has 13.14% 1-year volatility. There are 23 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 10.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 10.99% | — | Jun 2014 | TFSCX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.52% | — | Jun 2012 | TFSCX vs MIDLX | |
| MFS International New Discovery Fund | 11.54% | — | Oct 1997 | TFSCX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.22% | — | Mar 2007 | TFSCX vs HLMSX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.23% | — | Oct 2018 | TFSCX vs FIQIX |
Lowest Drawdown Alternatives to TFSCX
TFSCX has a 1-year max drawdown of -11.58%. There are 37 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | TFSCX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | TFSCX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | TFSCX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | TFSCX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | TFSCX vs WISIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | TFSCX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | TFSCX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | TFSCX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | TFSCX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | TFSCX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | TFSCX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | TFSCX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | TFSCX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | TFSCX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | TFSCX vs SHAPX |
Often Compared With TFSCX
Investors most often compare TFSCX with FIASX, GISOX, DFVQX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 26 | 10.06% | — | May 2003 | TFSCX vs FIASX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 20 | 20.07% | — | Aug 2015 | TFSCX vs GISOX | |
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 51 | 11.85% | — | Aug 2008 | TFSCX vs DFVQX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 25 | 9.95% | — | May 2003 | TFSCX vs FTISX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 23 | 9.70% | — | May 2003 | TFSCX vs FICSX | |
| Fidelity International Small Cap Fund | Foreign Small & Mid Cap Equities | 27 | 10.18% | — | Sep 2002 | TFSCX vs FISMX |
Compare TFSCX with Any Fund or Stock
Compare TFSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TFSCX with funds that move differently
Templeton Institutional Foreign Smaller Companies Series Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TFSCX.
Explore TFSCX Diversifiers