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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.39% 0.26% 15.15M 294.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 25.00% -- Upgrade

Basic Info

Investment Strategy
The investment seeks to provide a high level of current income; capital appreciation over the long term is a secondary goal. Under normal market conditions, the fund invests in a diversified portfolio of U.S. and foreign debt securities across multiple fixed income sectors. Debt securities include all varieties of fixed, variable and floating rate income securities, including bonds, U.S. and foreign government and agency securities, corporate loans (and loan participations) and mortgage-backed securities and other asset-backed securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Multi-Sector Income Funds
Global Macro Bond Global
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
--
--
--
--
--
--
--
--
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
--
--
--
--
--
--
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-0.10%
7.60%
3.23%
1.93%
-5.70%
6.08%
4.46%
4.63%
-5.04%
15.77%
-2.85%
10.20%
-9.96%
6.39%
2.22%
8.39%
As of January 01, 2026.

Asset Allocation

As of December 29, 2025.
Type % Net
Cash 4.15%
Stock 0.00%
Bond 111.1%
Convertible 0.00%
Preferred 0.46%
Other -15.76%
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Basic Info

Investment Strategy
The investment seeks to provide a high level of current income; capital appreciation over the long term is a secondary goal. Under normal market conditions, the fund invests in a diversified portfolio of U.S. and foreign debt securities across multiple fixed income sectors. Debt securities include all varieties of fixed, variable and floating rate income securities, including bonds, U.S. and foreign government and agency securities, corporate loans (and loan participations) and mortgage-backed securities and other asset-backed securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Multi-Sector Income Funds
Global Macro Bond Global
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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