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Franklin Total Return Adv FBDAX

Analyst rating as of
NAV / 1-Day Return
8.37  /  1.00 %
Total Assets
3.4 Bil
Adj. Expense Ratio
0.630%
Expense Ratio
0.630%
Fee Level
High
Longest Manager Tenure
3.92 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.52%
Effective Duration
5.91 years

Morningstar’s Fund Analysis FBDAX

Will FBDAX outperform in future?

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

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Associate Analyst

Summary

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Franklin Total Return’s team and approach has seen changes in recent years, including incorporating more quantitative resources and inputs than many peers. These changes haven’t yet demonstrated their value, though, and the strategy often takes outsize risks that have not paid off over the long haul. It earns a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its pricier ones.

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