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Franklin Low Duration Total Return A FLDAX Fund Analysis

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

Morningstar’s Analysis FLDAX

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

  • People Pillar

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

A history of risk-taking keeps pressure on ratings here.

Director Eric Jacobson

Eric Jacobson

Director

Summary

Franklin Low Duration Total Return’s recent adjustments notwithstanding, this short-term bond fund’s history of outsize risks limits our conviction.

by Eric Jacobson
Rated on Published on

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