Templeton Dragon FundTDF
About: Templeton Dragon Fund Inc is a closed-end management investment company. The fund seeks long-term capital appreciation by investing majority of its total assets in equity securities of China companies. It invests in various sectors such as gas & consumable fuels, auto components, banks, beverages, communications equipment, healthcare equipment & supplies, restaurants & leisure, household durables, and many others.
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
16.58% more ownership
Funds ownership: 46.08% [Q1] → 62.66% (+16.58%) [Q2]
9% more funds holding
Funds holding: 34 [Q1] → 37 (+3) [Q2]
4% more capital invested
Capital invested by funds: $122M [Q1] → $127M (+$4.98M) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for TDF.