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.
Will FKINX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FKINX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FKINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FKINX’s parent organization’s priorities and whether they’re in line with investors’ interests.