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Franklin Managed Income A FBLAX

Analyst rating as of
NAV / 1-Day Return
12.40  /  0.00
Total Assets
3.6 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
16.42 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.95%
Turnover
40%

Morningstar’s Fund Analysis FBLAX

Will FBLAX outperform in future?

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

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

Senior Analyst

Analyst Note

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In October 2022, this fund’s portfolio managers split off from Franklin’s multiasset team, along with a handful of support personnel, so that lead manager Ed Perks, the former head of that team, could better focus on running this fund and Franklin Income FKINX. (He also came off his one other charge, Franklin Global Allocation FFALX, as a manager.) These changes should have no impact on this portfolio. The fund retains its Average People and Process ratings, as well as a Morningstar Analyst Rating of Neutral across share classes.

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