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Morningstar

Franklin Low Duration US Govt Secs Adv FAUZX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.55  /  0.01 %
  • Total Assets 537.1 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.67%
  • Effective Duration 1.33 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FAUZX

Will FAUZX 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 FAUZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FAUZX 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 FAUZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

It is hard to make a case for this fund.

Director

Summary

| by Alec Lucas

Varied analytical support and a niche mandate earn Franklin Adjustable U.S. Government Securities a Morningstar Analyst Rating of Neutral for its cheapest shares classes, while its pricier ones get a Negative rating.

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