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Franklin S&P 500 Index D SBSDX Fund Analysis

| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis SBSDX

Will SBSDX outperform in future?

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

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Morningstar Manager Research

Summary

Franklin S&P 500 Index D’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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