Franklin Total Return’s team and approach has seen changes in recent years, including incorporating more quantitative resources and inputs than many peers. These changes haven’t yet demonstrated their value, though, and the strategy often takes outsize risks that have not paid off over the long haul. It earns a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its pricier ones.
NAV / 1-Day Return
8.35 / 0.39 %
Adj. Expense Ratio
Longest Manager Tenure
Intermediate Core-Plus Bond
Credit Quality / Interest Rate SensitivityMedium / Moderate
Min. Initial Investment
Morningstar’s Fund Analysis FKBAX
Will FKBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.