Skip to Content
Morningstar

Franklin Total Return A FKBAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis FKBAX

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

  • People Pillar

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

This team and approach have continued to change.

Director Eric Jacobson

Eric Jacobson

Director

Summary

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.

by Eric Jacobson
Rated on Published on

Unlock our full analysis with Morningstar Investor