A capable trio leads Franklin Biotechnology Discovery, but limited resources constrain the extent to which the managers can apply their process, limiting the fund to a Morningstar Analyst Rating of Neutral.
Will FBDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBDIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FBDIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FBDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.