Franklin Total Return’s approach continues to be refined after a new fixed-income CIO was added in 2019, but these adjustments have not been proven advances yet, resulting in a Morningstar Analyst Rating of Neutral for all share classes.
Franklin Total Return R FTRRX
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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 FTRRX 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 FTRRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FTRRX 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 FTRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This credit-sensitive strategy is still a work in progress.
