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Franklin Strategic Mortgage Portfolio Advisor Class (FSMZX)

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7.760 -0.010    -0.13%
30/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.79M
Type:  Fund
Market:  United States
Issuer:  富蘭克林鄧普頓投資
Asset Class:  Bond
Franklin Strategic Mortgage Portfolio Advisor Clas 7.760 -0.010 -0.13%

FSMZX Overview

 
On this page you'll find an in-depth profile of Franklin Strategic Mortgage Portfolio Advisor Class. Learn about the key management, total assets, investment strategy and contact information of FSMZX among other information.
Category

Intermediate Core-Plus Bond

Total Assets

4.79M

Expenses

0.75%

Inception Date

Feb 01, 2012

Investment Strategy

The investment seeks a high total return relative to the performance of the general mortgage securities market. The fund invests at least 80% of its net assets in mortgage securities. It invests significantly in mortgage securities that are issued or guaranteed by the U.S. government, its agencies or instrumentalities, which include mortgage pass-through securities representing interests in "pools" of mortgage loans issued or guaranteed by the Government National Mortgage Association, Fannie Mae, and Freddie Mac. The fund may invest up to 15% of its net assets in foreign securities, which may include non-U.S. dollar denominated foreign mortgage securities.

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Neil Dhruv - 2019 Now
Biography Portfolio Manager of FT Institutional and portfolio manager of FRANKLIN STRATEGIC MORTGAGE PORTFOLIO since October 2019.
Paul Varunok Portfolio Manager 2001 Now
Biography Mr. Varunok is portfolio manager of Franklin Advisers. He joined Franklin Templeton Investments in 2001. Previously, Varunok was a fixed-income analyst for Prudential Securities, Inc.
David Yuen Portfolio Manager 2005 2022
Biography David Yuen joined Franklin Templeton Investments in 2000.He was appointed Chief Investment Officer of Global Long/Short Absolute Return Strategy in 2010. Previously, he was co-CIO of US Large Cap Value Equities and CIO of the Advanced Value Fund (since 2009), as well as director of research for US Large Cap Value (since early 2008). Yuen had been the director of research for Emerging Markets Value since August 2002. He joined Bernstein in 1998 as a research analyst, covering the global retailing industry, and became a senior research analyst in 1999, covering retail, textile & apparel, gaming & lodging, and consumer appliances. Prior to joining Bernstein, Yuen worked as a senior vice president of The Coleman Company from 1994 to 1998. From 1988 to 1994, he was a consultant, then partner, at WKI, a management-consulting firm specializing in emerging-market strategies. Prior to that, Yuen was a consultant with Bain & Company. He received a BS in operations research from Columbia University’s School of Engineering in 1986. Location: New York
Roger Bayston Senior Vice President 1993 2019
Biography Roger Bayston, CFA, is a senior vice president and a senior portfolio manager for Franklin Templeton Fixed Income Group. Mr. Bayston directs a staff performing research and trading responsibilities for government-, mortgage- and asset-backed securities. Before joining Franklin Templeton Investments in 1991, Mr. Bayston managed portfolios for Bankers Trust Company's Investment Management Group. Mr. Bayston holds a B.S. from the University of Virginia and an M.B.A. from the University of California at Los Angeles. He is a member of the Security Analysts of San Francisco and CFA Institute.
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