Skip to Content

Franklin Total Return Adv FBDAX

Analyst rating as of
NAV / 1-Day Return
10.00  /  0.01 %
Total Assets
4.9 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
High
Longest Manager Tenure
15.82 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.00%
Effective Duration
6.61 years
Premium

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

| |

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.

Unlock our full analysis with Morningstar Premium