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Franklin Strategic Real Return Fund IS LRRSX

Quantitative rating as of
  • NAV / 1-Day Return 9.57  /  1.14 %
  • Total Assets 102.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 1.000%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.33%
  • Turnover 64%

Morningstar’s Analysis LRRSX

Will LRRSX 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 IS 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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