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Franklin Income R FISRX

Analyst rating as of
NAV / 1-Day Return
2.46  /  0.40 %
Total Assets
74.9 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Low
Longest Manager Tenure
19.73 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
4.11%
Turnover
69%
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Morningstar’s Analysis

Will FISRX outperform in future?

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

This multi-asset income fund's solid yield comes with a hefty dose of risk.

Senior Analyst

Summary

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Franklin Income has generated a solid yield, and its total returns have been strong at times, but its risk-adjusted returns have been subpar compared to peers owing to relatively high volatility. The fund’s team and process both lack a clear competitive advantage. Its Morningstar Analyst Rating remains Neutral across its share classes.

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