Franklin Strategic Income’s team and approach has seen some changes in recent years, including incorporating more quantitative resources. These changes haven’t yet demonstrated their value, though, and the strategy often takes risks that have not paid off over the long haul. It earns a Morningstar Analyst Rating of Neutral for all share classes.
- NAV / 1-Day Return 8.28 / 0.36 %
- Total Assets 2.9 Bil
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Adj. Expense Ratio
—
- Expense Ratio 1.280%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Multisector Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 3.90%
- Effective Duration 3.54 years
Morningstar’s Analysis FSGCX
Will FSGCX outperform in future?
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New managers, same process.
