Franklin Strategic Income A (FRSTX)
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Franklin Strategic Income A
San Mateo, CA 94403-1906
One Franklin Parkway
Franklin Strategic Series
Management Information
,Lead Manager since January 31, 2016
Patricia O'Connor, CFA, VP, is a vice president and portfolio manager for the Franklin Templeton Fixed Income Group. Prior to joining Franklin Templeton in 1997, Ms. O'Connor worked for Morgan Stanley Asset Management. She holds a B.S. (Accounting, Lehigh Univ.) and an MBA (Univ. of Chicago). Ms. O'Connor holds a B.S. in accounting from Lehigh University and an M.B.A. in finance and economics from the University of Chicago. She is a Chartered Financial Analyst (CFA) charterholder, as well as a member of the CFA Society of San Francisco and CFA Institute.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMultisector Bond
Fund FamilyFranklin Templeton Investments
Net Assets2.59B
YTD Return-1.01%
Yield4.68%
Morningstar Rating★★
Inception DateAug 11, 1999
Fund Operations
Last Dividend0.13
Last Cap Gain-40.00
Holdings Turnover69.77%
Average for CategoryN/A
Fees & Expenses
ExpenseFRSTXCategory Average
Annual Report Expense Ratio (net)0.68%0.97%
Prospectus Net Expense Ratio0.68%N/A
Prospectus Gross Expense Ratio0.73%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.78%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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