Franklin Low Duration Total Return’s risk-taking and the support system behind it remain a concern, resulting in a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its more expensive R and C shares.
Will FLDAX 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 FLDAX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of FLDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.