Morningstar

Franklin Low Duration Total Return Fund Advisor Class FLDZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis FLDZX

Will FLDZX outperform in the 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 FLDZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLDZX 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 FLDZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Risk timing, not appetite, remains this fund's hurdle.

Analyst Peter Como

Peter Como

Analyst

Summary

Navigating when to pull risk levers in this short-term bond fund has proved arduous for Franklin Low Duration Total Return and its UCITS sibling, Franklin US Low Duration.

by Peter Como
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