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Morningstar

Franklin Natural Resources Adv FNRAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 32.72  /  1.35 %
  • Total Assets 453.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Natural Resources
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.36%
  • Turnover 27%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FNRAX

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

People Pillar

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

Summary

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Franklin Natural Resources Adv's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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