Franklin Gold and Precious Metals warrants a Morningstar Analyst Rating of Neutral across all share classes because the differentiated portfolio its tenured manager constructs hasn’t reliably added value over the long term.
Franklin Gold and Precious Metals Adv FGADX
NAV / 1-Day Return
25.57
/
1.24
%
Total Assets
1.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.680%
Expense Ratio
0.680%
Fee Level
Low
Longest Manager Tenure
22.21
years
Category
Equity Precious Metals
Investment Style
Mid BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
9.45%
Turnover
17%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FGADX 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 FGADX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FGADX 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 FGADX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Lacks an edge.
