About FTRRX
Franklin Total Return Fund Class R is a mutual fund primarily focused on generating a high level of current income while maintaining the preservation of capital as its central objective. Managed as a fixed income mutual fund, it seeks to achieve this goal by diversifying investments across various sectors within the U.S. fixed income market, providing exposure to a broad array of bond types and maturities. In addition to its focus on income generation and risk mitigation, the fund pursues long-term capital appreciation as a secondary aim, seeking to enhance total return through tactical allocations and effective portfolio management. By adopting a comprehensive investment approach, the Franklin Total Return Fund Class R serves institutional investors, retirement plans, and other market participants seeking stability, regular income distributions, and the potential for modest growth. Its role in the broader financial market is as a core holding for income-oriented investors, valued for its balanced strategy and attention to preserving investor capital through varying economic cycles.
Fund Family Franklin Templeton Investments
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FTRRX
Share Class Class R
Index Bloomberg U.S. Aggregate Bond TR
FTRRX had a total return of 7.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.45%.
