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Morningstar

Franklin Managed Income Adv FBFZX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.52  /  0.31 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 4.49%
  • Turnover 75%

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

Morningstar’s Analysis FBFZX

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

People Pillar

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

An Organizational Shift Doesn't Impact This Fund's Strategy or Ratings

Senior Analyst

Analyst Note

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