Franklin Equity Income’s measured process has proven resilient, earning its two cheapest share classes a Morningstar Analyst Rating upgrade to Bronze with the remaining shares staying at Neutral.
Will FREIX 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 FREIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FREIX 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 FREIX’s parent organization’s priorities and whether they’re in line with investors’ interests.