SOURCE: Franklin Resources, Inc.

Franklin Resources, Inc.

February 03, 2010 18:08 ET

Franklin Templeton Investments Ranks #1 for 10-Year Performance for Second Consecutive Year in Lipper/Barron's Best Mutual Fund Families Survey

SAN MATEO, CA--(Marketwire - February 3, 2010) -  For the second consecutive year, Franklin Templeton Investments ranked #1 out of 48 fund families for its funds' 10-year performance in Barron's annual review of U.S.-registered mutual fund families.1 Barron's rankings are based on asset-weighted returns in five categories -- U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax-exempt funds -- as calculated by Lipper. Franklin Templeton also finished #1 in the "mixed equity" category for 2009. 

"We have some of the most experienced research teams in the investment management industry who remain committed to their distinct cultures and disciplined investment strategies and processes," said Greg Johnson, president and CEO of Franklin Resources, Inc. "Striving for exemplary long-term results continues to be our primary focus, so we are certainly very pleased to be recognized by Barron's as the top fund family for the decade for the second straight year."

Notably, Franklin Templeton recently launched its "2020 Vision" campaign, an initiative focused on the case for equities in the decade ahead. The campaign outlines five reasons why investors should consider investing in equities.

1) History Favors a Return to the Mean
Investors often assume the worst (or best) will continue -- it's important to consider long-term market history.
2) The World is Getting Smaller (and More Prosperous)
The world is not only shrinking, but emerging nations are experiencing growth of the middle class and consuming at a rising rate.
3) Innovation Will Surprise Us... Again
While we should expect change (and never fully do), the real surprise might be the pace at which it occurs.
4) Quality Companies Are Not Short-Sighted
The market is continually growing and changing, and while some companies don't survive this evolutionary process, the strongest benefit from it.
5) Equities Help Protect Purchasing Power
For most investors, equities need to be a part of their investment mix to help reduce the potential risk in their overall portfolio.2
Additional information on 2020 Vision can be found on

Investors should carefully consider a fund's investment goals, risks, charges and expenses before investing. To obtain a prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN/(800) 342-5236, or visit Please carefully read the prospectus before you invest or send money.

Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series, Fiduciary Trust, Darby and Bissett investment teams. The San Mateo, CA-based company has more than 60 years of investment experience and over $553 billion in assets under management as of December 31, 2009. For more information, please call 1-800/DIAL BEN® or visit 

  1. Barron's "The New Champs," February 1, 2010. For the one-, five- and 10-year periods ended 12/31/09, Franklin Templeton ranked 17 out of 61, 5 out of 54, and 1 out of 48 fund families, respectively. Barron's did not include sales charges in calculating returns. Each fund's return was measured against those of all funds in its Lipper category, resulting in a percentile ranking which was then weighted by asset size, relative to the fund family's other assets in its general classification. To qualify for Lipper/Barron's Fund Survey, a group must have had at least three funds in Lipper's general U.S.-stock category, as well as one in the world equity category, which combines global and international funds. They also must have had at least one mixed-equity fund, which holds stocks and bonds, at least two taxable-bond funds and one tax-exempt offering. Past performance does not guarantee future results.
  2. It is important to remember that while stocks have historically outperformed other asset classes over the long term, they tend to fluctuate dramatically over the short term. Investors should be comfortable with fluctuation in the value of the investment.

Contact Information

  • Contact:
    Franklin Templeton Investments
    Corporate Communications:
    Matt Walsh
    (650) 312-2245