Incorporating more quantitative resources and inputs hasn’t yet demonstrated a sustainable advantage for Franklin Total Return, and the strategy often takes outsize risks that have not paid off.
- NAV / 1-Day Return 8.09 / 0.59 %
- Total Assets 3.2 Bil
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Adj. Expense Ratio
- Expense Ratio 1.310%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Intermediate Core-Plus Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 3.03%
- Effective Duration 6.27 years
Morningstar’s Analysis FCTLX
Will FCTLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 1
- Bond Holdings 548
- Other Holdings 30
- % Assets in Top 10 Holdings 49.0