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Franklin Low Duration Total Return Adv FLDZX

Analyst rating as of
NAV / 1-Day Return
9.68  /  0.11 %
Total Assets
2.7 Bil
Adj. Expense Ratio
0.460%
Expense Ratio
0.460%
Fee Level
Average
Longest Manager Tenure
16.28 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.05%
Effective Duration
2.04 years
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Morningstar’s Analysis

Will FLDZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Aggressive allocation makes this strategy more credit-sensitive than most peers.

Summary

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Franklin Low Duration Total Return has solid resources, but its risk appetite is excessive for a short-term bond strategy, resulting in a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its more expensive R and C shares.

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