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.
Franklin Low Duration Total Return Adv FLDZX
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FLDZX 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 FLDZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FLDZX 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 FLDZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Aggressive allocations continue to remain problematic here.
