Skip to Content

Franklin Total Return Adv FBDAX

Analyst rating as of
NAV / 1-Day Return
8.72  /  0.49 %
Total Assets
3.9 Bil
Adj. Expense Ratio
0.630%
Expense Ratio
0.630%
Fee Level
High
Longest Manager Tenure
16.62 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.11%
Effective Duration
6.23 years

Morningstar’s Fund Analysis FBDAX

Will FBDAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Pending Manager Departure Does Not Change Franklin Total Return's Ratings

Analyst Note

| |

Effective Oct. 1, 2022, David Yuen will step down as portfolio manager for Franklin Total Return. This retirement should not disrupt the team or the approach it takes when managing this strategy. While Yuen will relinquish portfolio management responsibilities, he will stay at Franklin until Dec. 7, 2022, in an advisory capacity to ensure a smooth transition. Yuen joined Franklin Templeton in 2000, has been listed on this strategy since 2005, and has over 30 years of industry experience.

Unlock our full analysis with Morningstar Investor