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Franklin Total Return Adv FBDAX

Analyst rating as of
NAV / 1-Day Return
10.07  /  0.09 %
Total Assets
5.3 Bil
Adj. Expense Ratio
0.630%
Expense Ratio
0.630%
Fee Level
High
Longest Manager Tenure
15.15 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.12%
Effective Duration
6.76 years
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Morningstar’s Analysis

Will FBDAX outperform in future?

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

This credit-sensitive strategy is still a work in progress.

Summary

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Franklin Total Return’s approach continues to be refined after a new fixed-income CIO was added in 2019, but these adjustments have not been proven advances yet, resulting in a Morningstar Analyst Rating of Neutral for all share classes.

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