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Franklin Strategic Real Return Fund I LRRIX

Quantitative rating as of
  • NAV / 1-Day Return 9.87  /  0.51 %
  • Total Assets 102.1 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.100%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.22%
  • Turnover 64%

Morningstar’s Analysis LRRIX

Will LRRIX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin Strategic Real Return Fund I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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