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Morningstar

Franklin Emerging Market Debt Opps FEMDX

Morningstar Analyst Rating
Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.02  /  0.50 %
  • Total Assets 45.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 9.31%
  • Effective Duration 4.00 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FEMDX

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

People Pillar

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Franklin Emerging Market Debt Opps to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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