Nasdaq - Delayed Quote USD

Franklin Strategic Real Return Fund (LRRCX)

9.26
0.00
(0.00%)
At close: April 19 at 8:00:34 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
0.25
Min Subsequent Investment
25
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.25

Broker Availability

  • Pruco Securities, LLC
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Ameriprise SPS Advantage
  • CommonWealth Core
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 6.1.23
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • WFA Fdntl Choice/PIM Updated 6.1.23
  • ADP Access Open Fund Architecture
  • Waddell & Reed Choice MAP Flex
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard Load-Waived
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Fidelity Advisor 401(k) C Shares
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Prudential Advisors Command
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available

Fund Summary

In seeking to meet its investment goal, the fund implements a tactical asset allocation program overseen by the fund's adviser. It may allocate its assets among five investment "sleeves": Inflation-Linked Debt Securities (40%), Global Equity Securities (20%), Commodity-Linked Securities (20%), Exchange-Traded Funds ("ETFs") that invest in Real Estate Investment Trusts ("REITs") and Exchange-Traded Funds (“ETFs”) that invest in REITs (10%), Tactical Strategy (10%). The fund is non-diversified.

Fund Overview

Category Tactical Allocation
Fund Family Franklin Templeton Investments
Net Assets 104.42M
YTD Return 2.77%
Yield 2.29%
Morningstar Rating
Inception Date Feb 26, 2010

Performance & Risk

YTD Return 2.43%
5y Average Return 3.80%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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