The experience of Templeton Global Total Return's team is extensive, but concerns related to the level and complexity of risk-taking in its process supports a downgrade of all the strategy’s share classes’ Morningstar Analyst Ratings to Neutral.
Templeton Global Total Return Adv TTRZX
NAV / 1-Day Return
7.50
/
0.54
%
Total Assets
613.6 Mil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
13.87
years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
100,000
Status
Open
TTM Yield
9.13%
Effective Duration
1.94
years
Morningstar’s Fund Analysis TTRZX
Will TTRZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TTRZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TTRZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of TTRZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Concerns over risk management overwhelm this strategy’s strengths.
