FLDZX – Franklin Low Duration Total Return Adv Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of current income as is consistent with prudent investing, while seeking preservation of capital. The fund invests primarily in debt securities, which may be represented by derivative investments that provide exposure to debt securities such as futures, options and swap agreements. It may also invest up to 20% of its total assets in non-investment grade securities, including up to 5% in securities rated lower than B- by S&P or Moody's, which may include defaulted securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FLDZX	Franklin Low Duration Total Return Fund Advisor Class	Institutional	Open			May 15, 2008	$132.20M	0.450%	Average	$100,000	−$36.65M
FLDAX	Franklin Low Duration Total Return Fund Class A	Front Load	Open			Nov 17, 2004	$1.27B	0.700%	Average	$1,000	−$115.03M
FLDCX	Franklin Low Duration Total Return Fund Class C	Level Load	Open			Oct 1, 2012	$22.64M	1.100%	Below Average	$1,000	−$4.36M
FLRRX	Franklin Low Duration Total Return Fund Class R6	Retirement, Large	Open			May 1, 2013	$367.19M	0.310%	Low	$1M	−$32.56M
FLDRX	Franklin Low Duration Total Return Fund Class R	Retirement, Medium	Open			Oct 15, 2019	$837,892.00	0.950%	Above Average	$1,000	$162,077.65

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