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Mutual Fund Insights: Franklin Floating Rate Daily Access B Fund (FBFRX)

In-depth Analysis of Franklin Floating Rate Daily Access B Fund (FBFRX)

Mutual fund chart: Franklin Floating Rate Daily Access B Fund (FBFRX)

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1 year
3 year
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See Franklin Floating Rate Daily Access B Fund (FBFRX) performance details as of January 31, 2010

  

    Last Trade: $8.99 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Madeline Lam

Fund Manager Tenure: 8.9 years
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)
Lam is a vice president of Franklin Advisers, Inc. She joined Franklin Templeton Investments in 1998.  Get more insights on Madeline Lam

  

What we like about Franklin Floating Rate Daily Access B Fund (FBFRX) What we like about Franklin Floating Rate Daily Access B Fund (FBFRX)

Data for Franklin Floating Rate Daily Access B Fund (FBFRX) as of January 31, 2010

  • Franklin Floating Rate Daily Access B Fund (FBFRX) management has been with Franklin Floating Rate Daily Access B Fund for 8.9 years
  • Franklin Floating Rate Daily Access B Fund (FBFRX) has good mid-term performance (3-year return 0.16% vs -0.58% Bank Loan category average)
  • Franklin Floating Rate Daily Access B Fund (FBFRX) has good Long-term performance (5-year return 1.91% vs 1.82% Bank Loan category average)
  • Franklin Floating Rate Daily Access B Fund (FBFRX) ratio of up-years vs down years is greater than 2
  • Franklin Floating Rate Daily Access B Fund (FBFRX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.02, lower than category average of 14.03

  

What we are cautious about Franklin Floating Rate Daily Access B Fund (FBFRX) What we are cautious about Franklin Floating Rate Daily Access B Fund (FBFRX)

Data for Franklin Floating Rate Daily Access B Fund (FBFRX) as of January 31, 2010

  • Franklin Floating Rate Daily Access B Fund (FBFRX) has a less-than-ideal short-term performance (1-year return 22.62% vs 35.55% Bank Loan category average)
  • Franklin Floating Rate Daily Access B Fund (FBFRX) has a Morningstar rating of 3 and below
  • Franklin Floating Rate Daily Access B Fund (FBFRX) is less safe compared to its Bank Loan peers
  • Franklin Floating Rate Daily Access B Fund (FBFRX) has an annual stock turnover rate of 51.46% that is higher than the Bank Loan average of 41.17%. This could mean Franklin Floating Rate Daily Access B is more nimble, but also signal potential high tax impact and high trading fees
  • Franklin Floating Rate Daily Access B Fund (FBFRX) does not have a good risk adjusted return as its 3-year Alpha of -2.36 is worse than category average of -2.19, and its 3-year Sharpe ratio is -0.11
  • Franklin Floating Rate Daily Access B Fund (FBFRX) has a higher management fee of 1.71% than its Bank Loan average of 1.36%
  • Franklin Floating Rate Daily Access B Fund (FBFRX) carries a 4% load
See Franklin Floating Rate Daily Access B Fund (FBFRX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Bank Loan category?

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Franklin Floating Rate Daily Access B Fund (FBFRX) Net Asset

Track net asset change of Franklin Floating Rate Daily Access B fund (FBFRX)

DateNet Asset
01/2010$13.62M
11/2009$14.16M
10/2009$14.76M
More historic net asset information on Franklin Floating Rate Daily Access B Fund (FBFRX)

  

Franklin Floating Rate Daily Access B Fund (FBFRX) Portfolio Allocation

Track portfolio allocation change of Franklin Floating Rate Daily Access B fund (FBFRX)

DateCashStockBondOther
09/200911.76%0%84.32%3.92%
06/200919.76%10.27%60.54%9.43%
03/200929.62%6.5%53.98%9.9%
Click here to see more historic asset allocation information on Franklin Floating Rate Daily Access B Fund (FBFRX)

  

Most Recent Top 10 Holdings in Franklin Floating Rate Daily Access B Fund (FBFRX)

Discover what Franklin Floating Rate Daily Access B Fund (FBFRX) manager is buying

30-Sep-09
Vml Us Finance Llc (Venetian M [1.79%]
Intelsat Corp (Panamsat) [1.51%]
Hca Inc [1.41%]
Univision Communications Inc [1.33%]
Nrg Energy Inc [1.32%]
Community Health Systems Inc [1.31%]
Conseco Inc [1.28%]
Davita FRN [1.22%]
IASIS HEALTHCARE LLC [1.19%]
Aramark Corp [1.18%]

30-Jun-09
Intelsat Corp (Panamsat) [1.59%]
Aramark Corp [1.55%]
Vml Us Finance Llc (Venetian M [1.51%]
Metavante Corp [1.45%]
Community Health Systems Inc [1.43%]
Davita FRN [1.31%]
DEAN FOODS CO [1.3%]
HCA-The Healthcare Company [1.3%]
Univision Communications Inc [1.28%]
IASIS HEALTHCARE LLC [1.27%]

31-Mar-09
HCA-The Healthcare Company [1.59%]
Community Health Systems Inc [1.58%]
Upc Financing Partnership [1.3%]
Nrg Energy Inc [1.29%]
Dean Foods Co. [1.21%]
IASIS HEALTHCARE LLC [1.13%]
Univision Communications Inc [1.09%]
Aramark Corp [1.07%]
Oshkosh Truck Corp [1.06%]
Discovery Communications, Inc. [0.98%]
Click here for Stock Holding Change Map in Franklin Floating Rate Daily Access B Fund (FBFRX)

  

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Latest News on Franklin Floating Rate Daily Access B (FBFRX)

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