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Searching for Income From the Bottom Up

Bronze-rated Franklin Income--the biggest fund in Morningstar's conservative allocation category--takes a multi-asset, bottom-up approach to income investing.


Jeff Holt: Hi, I'm Jeff Holt, analyst with Morningstar Manager Research. Today I'm joined by Ed Perks, portfolio manager of [Bronze-rated] Franklin Income. Today we're going to dive into some of the distinguishing features of that fund.

Ed, as its name implies, Franklin Income has an income objective, but it doesn't just focus on fixed-income securities. It also invests in stocks. Can you highlight the benefits and risks of having a diversified multi-asset income portfolio to meet your income needs?

Jeff Holt does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.