2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#31 in Multisector Bond
U.S. News evaluated 80 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 5.36 percent over the past year, 3.99 percent over the past three years, and 6.98 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.1%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||7.0%|
|10 Years (Annualized)||N/A|
The investment seeks high current income, consistent with preservation of capital; capital appreciation over the long term is a secondary objective. Under normal market conditions, the fund invests at least 80% of its assets in investment grade debt securities and investments, including government and corporate debt securities, mortgage- and asset-backed securities, investment grade corporate loans and futures with reference securities that are investment grade. It generally invests in investment grade securities or in unrated securities Fund management believes to be of comparable quality.
Fees are Low compared to funds in the same category.
FDP Series Franklin Templeton Total Return FDP Fund has an expense ratio of 0.95 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.