LGFEX Company Overview

Founding Date and Background

LGFEX, officially known as the Franklin International Equity Fund, is a mutual fund that primarily invests in equity securities of issuers located outside the United States. The fund was established on April 26, 2012, under the management of Franklin Templeton, a well-known global investment management organization.

Parent Company/Ownership Structure

The parent company of LGFEX is Franklin Templeton Investments, one of the largest asset management firms in the world. Franklin Templeton operates various investment strategies across different asset classes, leveraging its extensive experience and resources to manage investments effectively.

Headquarters Location

LGFEX is domiciled in the United States, with its headquarters located in San Mateo, California. This strategic location allows the fund to tap into a diverse pool of investment opportunities and stay connected with global financial markets.

Global Business Scope

The primary investment strategy of LGFEX focuses on international large-cap blend equity, which means it invests in a mix of growth and value stocks from large companies outside the U.S. This global approach allows investors to gain exposure to various international markets, enhancing portfolio diversification.

Main Regulatory Bodies

LGFEX is regulated by the U.S. Securities and Exchange Commission (SEC), which oversees mutual funds and ensures compliance with securities laws. Additionally, the fund adheres to regulations set forth by the Financial Industry Regulatory Authority (FINRA).

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Company History and Development

Key Milestones

Since its inception in 2012, LGFEX has made significant strides in its investment approach and performance. The fund has consistently aimed to provide long-term capital appreciation through a diversified portfolio of international equities.

Business Expansion Journey

Over the years, LGFEX has expanded its investment universe by increasing its allocation to emerging markets and diversifying its holdings across various sectors. This expansion is a testament to its adaptive investment strategy, which seeks to capitalize on global market trends.

Customer Base Growth

As of January 2025, LGFEX manages approximately $239 million in assets under management (AUM), indicating a steady growth in its customer base. The fund is appealing to both individual and institutional investors seeking international equity exposure.

Platform Development History

The fund has evolved its investment strategies by employing quantitative models for stock selection and regional allocation. This systematic approach has enhanced its ability to navigate complex market conditions.

Important Awards or Recognitions Received

LGFEX has been recognized for its performance and management, receiving accolades from various financial publications. The fund's management team, led by Christopher Floyd, has been noted for its expertise and consistent track record in international equity investing.

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Trading Services Offered

Forex Trading Options

LGFEX does not directly offer forex trading; however, it provides exposure to international equities that may include companies heavily involved in the forex market. The fund's strategy indirectly benefits from currency fluctuations through its diverse holdings.

Stock Trading Options

The fund primarily invests in large-cap stocks from various international markets. As of the latest data, LGFEX holds approximately 193 different securities, allowing for broad diversification across sectors and regions.

CFD Trading Products

While LGFEX is a mutual fund and does not offer Contracts for Difference (CFDs) directly, investors can gain exposure to similar international equities through the fund's diversified portfolio.

Other Financial Instruments

LGFEX focuses primarily on equities but may also have indirect exposure to commodities and currencies through its investments in companies that operate in these sectors. The fund aims to enhance returns through active currency hedging strategies.

Special Services or Unique Advantages

One of the unique advantages of LGFEX is its quantitative investment approach, which employs proprietary models for stock selection and regional allocation. This systematic method aims to optimize returns while managing risk effectively.

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Regulatory and Legal Background

Detailed Regulatory Information

LGFEX is regulated by the following bodies:

• U.S. Securities and Exchange Commission (SEC)
• Financial Industry Regulatory Authority (FINRA)

These regulatory bodies ensure that the fund operates within the legal frameworks established for mutual funds in the United States.

Legal Entity Structure by Region

As a U.S.-domiciled mutual fund, LGFEX operates under the legal structures set forth by U.S. regulatory authorities. The fund's investment activities are primarily focused on international markets, but it complies with all relevant U.S. laws and regulations.

Client Fund Protection Measures

LGFEX implements various measures to protect client funds, including segregation of client assets and adherence to strict compliance protocols. The fund's management team is committed to maintaining high standards of fiduciary duty.

Countries/Regions Served

While LGFEX primarily invests in equities from outside the United States, it serves a global client base, allowing investors from various countries to gain access to international markets through its fund offerings.

Compliance History

The fund has maintained a strong compliance history, adhering to the regulations set forth by the SEC and FINRA. Regular audits and reviews ensure that the fund remains in good standing with regulatory bodies.

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Competitive Landscape

3-5 Main Competitors

LGFEX competes with several mutual funds and investment vehicles focused on international equity, including:

• Vanguard FTSE All-World ex-US Index Fund
• Fidelity International Index Fund
• 1. Rowe Price International Equity Fund

Positioning in the Industry

LGFEX positions itself as a specialized fund focusing on large-cap international equities, leveraging its quantitative investment strategy to differentiate itself from competitors.

Market Differentiation Factors

The fund's unique approach to stock selection, emphasis on risk management, and ability to adapt to changing market conditions set it apart from other international equity funds. Furthermore, its affiliation with Franklin Templeton enhances its credibility and investor trust.

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In summary, LGFEX is a well-established mutual fund under the Franklin Templeton umbrella, offering investors exposure to international large-cap equities. Its strategic approach, regulatory compliance, and competitive positioning make it a noteworthy player in the investment landscape. For those looking to learn more about LGFEX and its offerings, please visit the official Franklin Templeton website or consult with a financial advisor.