Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.24% 379.00M -- 16.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-26.54M 4.47% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks high level of current income, consistent with preservation of capital. Under normal market conditions, the Fund invests at least 80% of its net assets in US government securities which are issued or guaranteed by the US government, its agencies or instrumentalities, including government-sponsored entities.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government Short Term
Peer Group Short U.S. Government Funds
Global Macro Bond Short Term
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short U.S. Government Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 85
-5.994M Peer Group Low
626.30M Peer Group High
1 Year
% Rank: 61
-26.54M
-245.40M Peer Group Low
5.863B Peer Group High
3 Months
% Rank: 94
-39.40M Peer Group Low
2.554B Peer Group High
3 Years
% Rank: 58
-3.290B Peer Group Low
7.348B Peer Group High
6 Months
% Rank: 64
-387.62M Peer Group Low
2.718B Peer Group High
5 Years
% Rank: 70
-6.467B Peer Group Low
16.84B Peer Group High
YTD
% Rank: 61
-181.00M Peer Group Low
4.021B Peer Group High
10 Years
% Rank: 97
-1.364B Peer Group Low
28.82B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
0.36%
1.59%
0.87%
-0.77%
-3.50%
3.68%
4.63%
4.26%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.11%
0.63%
2.38%
3.16%
-2.11%
-5.88%
3.26%
2.92%
3.81%
0.11%
1.91%
2.29%
-1.20%
-4.79%
2.55%
2.53%
3.69%
1.40%
1.12%
1.92%
-1.11%
-3.86%
2.71%
3.34%
6.83%
0.19%
2.95%
2.02%
-2.56%
-6.28%
3.09%
3.31%
4.22%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 4.25%
30-Day SEC Yield (10-31-25) 3.39%
7-Day SEC Yield --
Number of Holdings 1221
Bond
Yield to Maturity (9-30-25) 4.87%
Effective Duration 1.03
Average Coupon 4.14%
Calculated Average Quality 1.358
Effective Maturity 15.12
Nominal Maturity 15.12
Number of Bond Holdings 1215
As of September 30, 2025

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.95%
Stock 0.00%
Bond 95.53%
Convertible 0.00%
Preferred 0.00%
Other 3.52%
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Top 10 Holdings

Name % Weight Price % Change
United States of America USGB 4.125 01/31/2027 FIX USD Government 5.29% 100.57 -0.03%
United States of America USGB 4.875 04/30/2026 FIX USD Government 4.82% 100.46 -0.02%
United States of America USGB 4.5 04/15/2027 FIX USD Government 3.99% 101.21 -0.03%
Federal National Mortgage Association 01-APR-2044 BM6604
3.59% -- --
Franklin Institutional US Government Money Mrkt Fd 3.57% 1.00 0.00%
FNMA-New 5.5 04/25/2053 FIX USD Agency 2.98% 101.42 -0.12%
United States of America USGB 4.25 03/15/2027 FIX USD Government 2.92% 100.81 -0.03%
United States of America USGB 2.625 01/31/2026 FIX USD Government 2.62% 99.82 -0.02%
Federal National Mortgage Association 01-APR-2047 BM6662
2.16% -- --
FNMA-New 03/25/2061 FLT USD Agency 2.04% -- --

Fees & Availability

Fees
Actual 12B-1 Fee 0.65%
Actual Management Fee 0.35%
Administration Fee --
Maximum Front Load 0.00%
Maximum Deferred Load 1.00%
Maximum Redemption Fee 0.00%
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks high level of current income, consistent with preservation of capital. Under normal market conditions, the Fund invests at least 80% of its net assets in US government securities which are issued or guaranteed by the US government, its agencies or instrumentalities, including government-sponsored entities.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government Short Term
Peer Group Short U.S. Government Funds
Global Macro Bond Short Term
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short U.S. Government Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 4.25%
30-Day SEC Yield (10-31-25) 3.39%
7-Day SEC Yield --
Number of Holdings 1221
Bond
Yield to Maturity (9-30-25) 4.87%
Effective Duration 1.03
Average Coupon 4.14%
Calculated Average Quality 1.358
Effective Maturity 15.12
Nominal Maturity 15.12
Number of Bond Holdings 1215
As of September 30, 2025

Fund Details

Key Dates
Inception Date 7/1/2003
Last Annual Report Date 10/31/2024
Last Prospectus Date 3/1/2025
Share Classes
FAUGX A
FAURX Retirement
FAUZX Adv
FISAX A
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:FCSCX", "name")
Broad Asset Class: =YCI("M:FCSCX", "broad_asset_class")
Broad Category: =YCI("M:FCSCX", "broad_category_group")
Prospectus Objective: =YCI("M:FCSCX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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