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.
- NAV / 1-Day Return 9.57 / 1.14 %
- Total Assets 102.6 Mil
Adj. Expense Ratio
- 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.