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1. Home
2. Investments
3. Investment Resources
4. Morningstar 4- and 5-Star Funds
MORNINGSTAR 4- AND 5-STAR FUNDS
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US EquityInternational EquitySector EquityAllocationTaxable BondMunicipal Bond
78 FUNDS WITH AN OVERALL MORNINGSTAR RATING™ OF 4 OR 5 STARS AS OF DECEMBER 31,
20221
Morningstar Ratings measure risk-adjusted returns. The overall Morningstar
Rating for a fund is derived from a weighted average of the performance figures
associated with its 3-, 5- and 10-year (if applicable) rating metrics.
Past performance is not an indicator or a guarantee of future performance.
US EQUITY
MORNINGSTAR CATEGORY: LARGE GROWTH
Product Name
Morningstar Overall Rating ™
3-yr Rating
1131 Funds In Category
5-yr Rating
1054 Funds In Category
10-yr Rating
804 Funds In Category
Franklin Growth Fund - FCGAX (Advisor Class)
4 Stars
3 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: LARGE VALUE
Product Name
Morningstar Overall Rating ™
3-yr Rating
1155 Funds In Category
5-yr Rating
1099 Funds In Category
10-yr Rating
819 Funds In Category
BrandywineGLOBAL-Dynamic US Large Cap Value ETF - DVAL
5 Stars
4 Stars
4 Stars
5 Stars
ClearBridge Large Cap Value Fund - SAIFX (Class I)
4 Stars
4 Stars
4 Stars
3 Stars
Franklin Equity Income Fund - FEIFX (Advisor Class)
4 Stars
4 Stars
4 Stars
4 Stars
Franklin U.S. Low Volatility High Dividend Index ETF - LVHD
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: LARGE BLEND
Product Name
Morningstar Overall Rating ™
3-yr Rating
1223 Funds In Category
5-yr Rating
1116 Funds In Category
10-yr Rating
818 Funds In Category
ClearBridge Sustainability Leaders Fund - LCISX (Class I)
5 Stars
5 Stars
5 Stars
—
Franklin Rising Dividends Fund - FRDAX (Advisor Class)
5 Stars
5 Stars
5 Stars
4 Stars
Franklin U.S. Low Volatility ETF - FLLV
5 Stars
4 Stars
5 Stars
—
ClearBridge Appreciation Fund - SAPYX (Class I)
4 Stars
4 Stars
5 Stars
4 Stars
ClearBridge Dividend Strategy ESG ETF - YLDE
4 Stars
4 Stars
4 Stars
—
ClearBridge Dividend Strategy Fund - SOPYX (Class I)
4 Stars
4 Stars
4 Stars
3 Stars
Franklin S&P 500 Index Fund - SBSDX (Class D)
4 Stars
3 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: SMALL VALUE
Product Name
Morningstar Overall Rating ™
3-yr Rating
453 Funds In Category
5-yr Rating
426 Funds In Category
10-yr Rating
322 Funds In Category
Royce Small-Cap Special Equity Fund - RYSEX (Investment Class)
5 Stars
5 Stars
5 Stars
4 Stars
Franklin MicroCap Value Fund - FVRMX (Advisor Class)
4 Stars
5 Stars
4 Stars
4 Stars
Franklin Small Cap Value Fund - FVADX (Advisor Class)
4 Stars
3 Stars
4 Stars
4 Stars
Royce Quant Small-Cap Quality Value ETF - SQLV
4 Stars
4 Stars
4 Stars
—
Royce Small-Cap Total Return Fund - RYTRX (Investment Class)
4 Stars
3 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: SMALL BLEND
Product Name
Morningstar Overall Rating ™
3-yr Rating
585 Funds In Category
5-yr Rating
543 Funds In Category
10-yr Rating
Franklin U.S. Small Cap Multifactor Index ETF - FLQS
4 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: SMALL GROWTH
Product Name
Morningstar Overall Rating ™
3-yr Rating
576 Funds In Category
5-yr Rating
530 Funds In Category
10-yr Rating
399 Funds In Category
ClearBridge Small Cap Growth Fund - SBPYX (Class I)
4 Stars
3 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: MID-CAP GROWTH
Product Name
Morningstar Overall Rating ™
3-yr Rating
534 Funds In Category
5-yr Rating
499 Funds In Category
10-yr Rating
389 Funds In Category
ClearBridge Select Fund - LBFIX (Class I)
5 Stars
4 Stars
5 Stars
5 Stars
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MORNINGSTAR CATEGORY: MID-CAP BLEND
Product Name
Morningstar Overall Rating ™
3-yr Rating
370 Funds In Category
5-yr Rating
342 Funds In Category
10-yr Rating
Franklin U.S. Mid Cap Multifactor Index ETF - FLQM
5 Stars
5 Stars
5 Stars
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INTERNATIONAL EQUITY
MORNINGSTAR CATEGORY: FOREIGN LARGE GROWTH
Product Name
Morningstar Overall Rating ™
3-yr Rating
399 Funds In Category
5-yr Rating
346 Funds In Category
10-yr Rating
226 Funds In Category
ClearBridge International Growth Fund - LMGNX (Class I)
4 Stars
3 Stars
4 Stars
5 Stars
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MORNINGSTAR CATEGORY: FOREIGN LARGE VALUE
Product Name
Morningstar Overall Rating ™
3-yr Rating
321 Funds In Category
5-yr Rating
298 Funds In Category
10-yr Rating
Franklin International Core Dividend Tilt Index ETF - DIVI
5 Stars
5 Stars
5 Stars
—
Franklin International Low Volatility High Dividend Index ETF - LVHI
5 Stars
5 Stars
5 Stars
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MORNINGSTAR CATEGORY: FOREIGN LARGE BLEND
Product Name
Morningstar Overall Rating ™
3-yr Rating
704 Funds In Category
5-yr Rating
611 Funds In Category
10-yr Rating
422 Funds In Category
Franklin International Equity Fund - LGIEX (Class I)
4 Stars
4 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: DIVERSIFIED EMERGING MARKETS
Product Name
Morningstar Overall Rating ™
3-yr Rating
732 Funds In Category
5-yr Rating
650 Funds In Category
10-yr Rating
394 Funds In Category
Templeton Emerging Markets Small Cap Fund - TEMZX (Advisor Class)
4 Stars
4 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: GLOBAL LARGE-STOCK VALUE
Product Name
Morningstar Overall Rating ™
3-yr Rating
153 Funds In Category
5-yr Rating
148 Funds In Category
10-yr Rating
Franklin Global Dividend Fund - LTTMX (Class I)
4 Stars
5 Stars
4 Stars
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MORNINGSTAR CATEGORY: GLOBAL LARGE-STOCK BLEND
Product Name
Morningstar Overall Rating ™
3-yr Rating
337 Funds In Category
5-yr Rating
288 Funds In Category
10-yr Rating
180 Funds In Category
Franklin Global Equity Fund - SMYIX (Class I)
4 Stars
4 Stars
3 Stars
5 Stars
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MORNINGSTAR CATEGORY: EUROPE STOCK
Product Name
Morningstar Overall Rating ™
3-yr Rating
93 Funds In Category
5-yr Rating
86 Funds In Category
10-yr Rating
51 Funds In Category
Franklin FTSE Europe Hedged ETF - FLEH
5 Stars
5 Stars
5 Stars
—
Franklin Mutual European Fund - MEURX (Class Z)
4 Stars
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: INDIA EQUITY
Product Name
Morningstar Overall Rating ™
3-yr Rating
22 Funds In Category
5-yr Rating
10-yr Rating
Franklin FTSE India ETF - FLIN
4 Stars
4 Stars
—
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MORNINGSTAR CATEGORY: JAPAN STOCK
Product Name
Morningstar Overall Rating ™
3-yr Rating
32 Funds In Category
5-yr Rating
29 Funds In Category
10-yr Rating
Franklin FTSE Japan Hedged ETF - FLJH
5 Stars
5 Stars
5 Stars
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MORNINGSTAR CATEGORY: CHINA REGION
Product Name
Morningstar Overall Rating ™
3-yr Rating
95 Funds In Category
5-yr Rating
77 Funds In Category
10-yr Rating
Franklin FTSE Taiwan ETF - FLTW
5 Stars
5 Stars
5 Stars
—
Franklin FTSE Hong Kong ETF - FLHK
4 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: LATIN AMERICA STOCK
Product Name
Morningstar Overall Rating ™
3-yr Rating
21 Funds In Category
5-yr Rating
10-yr Rating
Franklin FTSE Latin America ETF - FLLA
4 Stars
4 Stars
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SECTOR EQUITY
MORNINGSTAR CATEGORY: INFRASTRUCTURE
Product Name
Morningstar Overall Rating ™
3-yr Rating
88 Funds In Category
5-yr Rating
76 Funds In Category
10-yr Rating
ClearBridge Global Infrastructure Income Fund - RGIVX (Class I)
5 Stars
5 Stars
5 Stars
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MORNINGSTAR CATEGORY: REAL ESTATE
Product Name
Morningstar Overall Rating ™
3-yr Rating
233 Funds In Category
5-yr Rating
210 Funds In Category
10-yr Rating
152 Funds In Category
Franklin Real Estate Securities Fund - FRLAX (Advisor Class)
4 Stars
4 Stars
4 Stars
3 Stars
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ALLOCATION
MORNINGSTAR CATEGORY: ALLOCATION—50% TO 70% EQUITY
Product Name
Morningstar Overall Rating ™
3-yr Rating
697 Funds In Category
5-yr Rating
657 Funds In Category
10-yr Rating
490 Funds In Category
Franklin Income Fund - FRIAX (Advisor Class)
4 Stars
4 Stars
4 Stars
3 Stars
Franklin Managed Income Fund - FBFZX (Advisor Class)
4 Stars
4 Stars
4 Stars
3 Stars
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MORNINGSTAR CATEGORY: ALLOCATION—85%+ EQUITY
Product Name
Morningstar Overall Rating ™
3-yr Rating
188 Funds In Category
5-yr Rating
181 Funds In Category
10-yr Rating
123 Funds In Category
Franklin Corefolio Allocation Fund - FCAZX (Advisor Class)
4 Stars
3 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: CONVERTIBLES
Product Name
Morningstar Overall Rating ™
3-yr Rating
76 Funds In Category
5-yr Rating
71 Funds In Category
10-yr Rating
57 Funds In Category
Franklin Convertible Securities Fund - FCSZX (Advisor Class)
5 Stars
5 Stars
5 Stars
5 Stars
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MORNINGSTAR CATEGORY: TARGET-DATE 2040
Product Name
Morningstar Overall Rating ™
3-yr Rating
189 Funds In Category
5-yr Rating
170 Funds In Category
10-yr Rating
Franklin LifeSmart 2040 Retirement Target Fund - FLSHX (Advisor Class)
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: TARGET-DATE 2050
Product Name
Morningstar Overall Rating ™
3-yr Rating
189 Funds In Category
5-yr Rating
170 Funds In Category
10-yr Rating
Franklin LifeSmart 2050 Retirement Target Fund - FLSOX (Advisor Class)
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: TARGET-DATE 2055
Product Name
Morningstar Overall Rating ™
3-yr Rating
188 Funds In Category
5-yr Rating
167 Funds In Category
10-yr Rating
Franklin LifeSmart 2055 Retirement Target Fund - FLTKX (Advisor Class)
4 Stars
4 Stars
4 Stars
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TAXABLE BOND
MORNINGSTAR CATEGORY: INTERMEDIATE CORE BOND
Product Name
Morningstar Overall Rating ™
3-yr Rating
405 Funds In Category
5-yr Rating
372 Funds In Category
10-yr Rating
275 Funds In Category
Western Asset Intermediate Bond Fund - WATIX (Class I)
4 Stars
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: ULTRASHORT BOND
Product Name
Morningstar Overall Rating ™
3-yr Rating
218 Funds In Category
5-yr Rating
180 Funds In Category
10-yr Rating
102 Funds In Category
Western Asset Ultra-Short Income Fund - SBAYX (Class I)
4 Stars
3 Stars
4 Stars
5 Stars
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MORNINGSTAR CATEGORY: SHORT GOVERNMENT
Product Name
Morningstar Overall Rating ™
3-yr Rating
77 Funds In Category
5-yr Rating
75 Funds In Category
10-yr Rating
Franklin Short Duration U.S. Government ETF - FTSD
4 Stars
5 Stars
4 Stars
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MORNINGSTAR CATEGORY: MULTISECTOR BOND
Product Name
Morningstar Overall Rating ™
3-yr Rating
290 Funds In Category
5-yr Rating
253 Funds In Category
10-yr Rating
BrandywineGLOBAL - Flexible Bond Fund - LFLIX (Class I)
5 Stars
5 Stars
5 Stars
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MORNINGSTAR CATEGORY: NONTRADITIONAL BOND
Product Name
Morningstar Overall Rating ™
3-yr Rating
312 Funds In Category
5-yr Rating
267 Funds In Category
10-yr Rating
BrandywineGLOBAL - Alternative Credit Fund - LMANX (Class I)
4 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: HIGH YIELD BOND
Product Name
Morningstar Overall Rating ™
3-yr Rating
625 Funds In Category
5-yr Rating
579 Funds In Category
10-yr Rating
414 Funds In Category
BrandywineGLOBAL - Corporate Credit Fund - BCGIX (Class I)
5 Stars
4 Stars
5 Stars
5 Stars
BrandywineGLOBAL - High Yield Fund - BGHIX (Class I)
5 Stars
5 Stars
5 Stars
—
Franklin High Income Fund - FVHIX (Advisor Class)
4 Stars
4 Stars
4 Stars
3 Stars
Western Asset Short Duration High Income Fund - SHIYX (Class I)
4 Stars
4 Stars
4 Stars
3 Stars
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MORNINGSTAR CATEGORY: CORPORATE BOND
Product Name
Morningstar Overall Rating ™
3-yr Rating
193 Funds In Category
5-yr Rating
170 Funds In Category
10-yr Rating
99 Funds In Category
Western Asset Corporate Bond Fund - SIGYX (Class I)
4 Stars
3 Stars
3 Stars
5 Stars
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MORNINGSTAR CATEGORY: GLOBAL BOND
Product Name
Morningstar Overall Rating ™
3-yr Rating
192 Funds In Category
5-yr Rating
170 Funds In Category
10-yr Rating
135 Funds In Category
BrandywineGLOBAL - Global Opportunities Bond Fund - GOBIX (Class I)
4 Stars
3 Stars
3 Stars
4 Stars
Franklin International Aggregate Bond ETF - FLIA
4 Stars
4 Stars
—
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MORNINGSTAR CATEGORY: GLOBAL BOND-USD HEDGED
Product Name
Morningstar Overall Rating ™
3-yr Rating
112 Funds In Category
5-yr Rating
10-yr Rating
BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) - GBUSX (Class I)
5 Stars
5 Stars
—
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MORNINGSTAR CATEGORY: BANK LOAN
Product Name
Morningstar Overall Rating ™
3-yr Rating
232 Funds In Category
5-yr Rating
10-yr Rating
Franklin Senior Loan ETF - FLBL
4 Stars
4 Stars
—
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ALTERNATIVE
MORNINGSTAR CATEGORY: EQUITY MARKET NEUTRAL
Product Name
Morningstar Overall Rating ™
3-yr Rating
34 Funds In Category
5-yr Rating
33 Funds In Category
10-yr Rating
Franklin Global Market Neutral Fund - LQNIX (Class I)
4 Stars
5 Stars
3 Stars
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MUNICIPAL BOND
MORNINGSTAR CATEGORY: MUNI NATIONAL LONG
Product Name
Morningstar Overall Rating ™
3-yr Rating
160 Funds In Category
5-yr Rating
136 Funds In Category
10-yr Rating
101 Funds In Category
Franklin Federal Tax-Free Income Fund - FAFTX (Advisor Class)
4 Stars
4 Stars
4 Stars
3 Stars
Western Asset Managed Municipals Fund - SMMYX (Class I)
4 Stars
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: MUNI NATIONAL INTERMEDIATE
Product Name
Morningstar Overall Rating ™
3-yr Rating
281 Funds In Category
5-yr Rating
248 Funds In Category
10-yr Rating
184 Funds In Category
Franklin Dynamic Municipal Bond ETF - FLMI
4 Stars
4 Stars
4 Stars
—
Western Asset Intermediate-Term Municipals Fund - SBTYX (Class I)
4 Stars
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: MUNI NATIONAL SHORT
Product Name
Morningstar Overall Rating ™
3-yr Rating
206 Funds In Category
5-yr Rating
185 Funds In Category
10-yr Rating
134 Funds In Category
Western Asset Short Duration Municipal Income Fund - SMDYX (Class I)
4 Stars
3 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: HIGH YIELD MUNI
Product Name
Morningstar Overall Rating ™
3-yr Rating
188 Funds In Category
5-yr Rating
166 Funds In Category
10-yr Rating
103 Funds In Category
Franklin High Yield Tax-Free Income Fund - FHYVX (Advisor Class)
4 Stars
4 Stars
4 Stars
3 Stars
Western Asset Municipal High Income Fund - LMHIX (Class I)
4 Stars
4 Stars
4 Stars
3 Stars
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MORNINGSTAR CATEGORY: MUNI CALIFORNIA LONG
Product Name
Morningstar Overall Rating ™
3-yr Rating
103 Funds In Category
5-yr Rating
96 Funds In Category
10-yr Rating
69 Funds In Category
Franklin California High Yield Municipal Fund - FVCAX (Advisor Class)
5 Stars
4 Stars
5 Stars
5 Stars
Franklin California Tax-Free Income Fund - FCAVX (Advisor Class)
4 Stars
4 Stars
5 Stars
4 Stars
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MORNINGSTAR CATEGORY: MUNI CALIFORNIA INTERMEDIATE
Product Name
Morningstar Overall Rating ™
3-yr Rating
61 Funds In Category
5-yr Rating
57 Funds In Category
10-yr Rating
47 Funds In Category
Franklin California Intermediate-Term Tax-Free Income Fund - FRCZX (Advisor
Class)
4 Stars
4 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: MUNI MASSACHUSETTS
Product Name
Morningstar Overall Rating ™
3-yr Rating
45 Funds In Category
5-yr Rating
43 Funds In Category
10-yr Rating
34 Funds In Category
Franklin Massachusetts Tax-Free Income Fund - FMAHX (Advisor Class)
4 Stars
3 Stars
3 Stars
4 Stars
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MORNINGSTAR CATEGORY: MUNI NEW JERSEY
Product Name
Morningstar Overall Rating ™
3-yr Rating
49 Funds In Category
5-yr Rating
45 Funds In Category
10-yr Rating
38 Funds In Category
Western Asset New Jersey Municipals Fund - LNJIX (Class I)
4 Stars
5 Stars
4 Stars
4 Stars
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MORNINGSTAR CATEGORY: MUNI NEW YORK LONG
Product Name
Morningstar Overall Rating ™
3-yr Rating
72 Funds In Category
5-yr Rating
66 Funds In Category
10-yr Rating
56 Funds In Category
Western Asset New York Municipals Fund - SNPYX (Class I)
4 Stars
4 Stars
4 Stars
3 Stars
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MORNINGSTAR CATEGORY: MUNI NEW YORK INTERMEDIATE
Product Name
Morningstar Overall Rating ™
3-yr Rating
51 Funds In Category
5-yr Rating
46 Funds In Category
10-yr Rating
40 Funds In Category
Western Asset Intermediate Maturity New York Municipals Fund - LMIIX (Class I)
5 Stars
5 Stars
5 Stars
4 Stars
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MORNINGSTAR CATEGORY: MUNI SINGLE STATE LONG
Product Name
Morningstar Overall Rating ™
3-yr Rating
167 Funds In Category
5-yr Rating
155 Funds In Category
10-yr Rating
100 Funds In Category
Franklin Arizona Tax-Free Income Fund - FAZZX (Advisor Class)
4 Stars
3 Stars
4 Stars
4 Stars
Franklin Colorado Tax-Free Income Fund - FCOZX (Advisor Class)
4 Stars
3 Stars
3 Stars
4 Stars
Franklin Louisiana Tax-Free Income Fund - FLTZX (Advisor Class)
4 Stars
3 Stars
4 Stars
3 Stars
Franklin Oregon Tax-Free Income Fund - FOFZX (Advisor Class)
4 Stars
4 Stars
4 Stars
4 Stars
Western Asset Oregon Municipals Fund - LMOOX (Class I)
4 Stars
4 Stars
4 Stars
4 Stars
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The share classes for which mutual fund ratings are shown are only offered to
certain eligible investors as stated in the prospectus. Mutual funds offer
multiple share classes, which are subject to different fees and expenses that
will affect their performance. Please see a mutual fund prospectus for details.
IMPORTANT INFORMATION
To find out more information about one of the funds above, including important
disclosures about current or upcoming fund changes and/or availability, click on
the fund name to be taken directly to the fund’s page.
Performance data quoted represents past performance, which does not guarantee
future results.
All investments involve risk, including possible loss of principal. Please see
each product's web page for specific details regarding investment objective,
risks, performance, and other important information. Review this information
carefully before you make any investment decision.
ETFs trade like stocks, fluctuate in market value and may trade at prices above
or below the ETFs net asset value. Brokerage commissions and expenses will
reduce returns. There is no guarantee that any strategy will achieve its
objective.
Investors should carefully consider a fund's investment goals, risks, sales
charges and expenses before investing. The prospectus contains this and other
information. Please read the prospectus carefully before investing or sending
money.
Royce and Associates, LP, primarily conducts its business under the name Royce
Investment Partners. Distributor: Royce Fund Services, LLC.
Brandywine Global Investment Management, LLC, ClearBridge Investments, LLC,
Martin Currie Investment Management Limited, Royce Investment Partners and
Western Asset Management Company, LLC are Franklin Templeton affiliated
companies.
1. Source: Morningstar®, 12/31/22. For each mutual fund and exchange traded fund
with at least a 3-year history, Morningstar calculates a Morningstar Rating™
based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against
other funds in the same category. This measure takes into account variations in
a fund’s monthly performance, and does not take into account the effects of
sales charges and loads, placing more emphasis on downward variations and
rewarding consistent performance. The top 10% of funds in each category receive
5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next
22.5% receive 2 stars and the bottom 10% receive 1 star. The weights are: 100%
3-year rating for 36–59 months of total returns, 60% 5-year rating/40% 3-year
rating for 60–119 months of total returns, and 50% 10-year rating/30% 5-year
rating/20% 3-year rating for 120 or more months of total returns. While the
10-year overall star rating formula seems to give the most weight to the 10-year
period, the most recent 3-year period actually has the greatest impact because
it is included in all three rating periods. Mutual fund Morningstar Ratings™ are
for Class I, Z or Advisor Shares only; other classes may have different
performance characteristics. Past performance is not an indicator or a guarantee
of future performance. © 2023 Morningstar, Inc. All rights reserved. The
information contained herein is proprietary to Morningstar and/or its content
providers; may not be copied or distributed; and is not warranted to be
accurate, complete or timely. Neither Morningstar nor its content providers are
responsible for any damages or losses arising from any use of this information.
Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin
Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as
mutual fund distributors for Franklin Templeton. Investment Products: NOT FDIC
INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.
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Copyright © 2023 Franklin Templeton. All Rights Reserved.
WE VALUE YOUR PRIVACY
Franklin Templeton uses cookies to analyze website usage, personalize your
website experience and assist in our marketing efforts. You can review more
details and opt out of cookies by visiting Cookie Settings, or for more
information view our Privacy & Cookies Notice.
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* SALE OR SHARE OF PERSONAL INFORMATION BY WAY OF COOKIES
YOUR PRIVACY
When you visit any website, it may store or retrieve information on your
browser, mostly in the form of cookies. This information might be about you,
your preferences, or your device and is mostly used to make the site work as you
expect it to. The information does not usually directly identify you, but it can
give you a more personalized web experience. Because we respect your right to
privacy, you can choose not to allow some types of cookies. Click on the
different category headings to find out more and change our default settings.
However, blocking some types of cookies may impact your experience of the site
and the services we are able to offer.
Review the Privacy & Cookies Noticefor more information.
For Financial Professionals Only:
If you are a Financial Professional, we may share information about your
portfolio holdings with industry-recognized financial information companies in
exchange for insights about your total portfolio holdings. This exchange of
information helps us service you effectively by focusing our interactions on
products that you and your clients may be most interested in. This sharing may
be considered a "sale" under some U.S. state privacy laws, and you may have the
right to opt out of this activity, which is in addition to your right to opt out
of the sale or sharing of personal information by way of cookies. . You may opt
out of this activity here: Do Not Sell or Share My Personal Information
STRICTLY NECESSARY COOKIES
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These cookies are necessary for the website to function and cannot be switched
off in our systems. They are usually only set in response to actions made by you
which amount to a request for services, such as setting your privacy
preferences, logging in or filling in forms. You can set your browser to block
or alert you about these cookies, but some parts of the site will not then work.
These cookies do not store any personally identifiable information.
PERFORMANCE COOKIES
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and
improve the performance of our site. They help us to know which pages are the
most and least popular and see how visitors move around the site. All
information these cookies collect is aggregated and therefore anonymous. If you
do not allow these cookies we will not know when you have visited our site, and
will not be able to monitor its performance.
FUNCTIONAL COOKIES
Functional Cookies
These cookies enable the website to provide enhanced functionality and
personalisation. They may be set by us or by third party providers whose
services we have added to our pages. If you do not allow these cookies then some
or all of these services may not function properly.
SALE OR SHARE OF PERSONAL INFORMATION BY WAY OF COOKIES
Sale or Share of Personal Information by way of Cookies
We and our advertising partners collect certain information, including cookies
and similar information stored on your browser, advertising identifiers on your
mobile device, and/or the IP address of your device when you visit our site or
use our apps. We and our partners use that information to collect information
for analytics, personalize your browsing experience, and deliver online
advertisements to you on your devices and tailor those ads to your interests.
Such sharing may be considered a “Sale” under some state privacy laws. These
laws provide a right to opt out of the “Sale” of personal information. Toggle
the switch off to turn off this collection and opt out of the “Sale” of your
personal information.
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These cookies may be set through our site by our advertising partners. They
may be used by those companies to build a profile of your interests and show
you relevant adverts on other sites. They do not store directly personal
information, but are based on uniquely identifying your browser and internet
device. If you do not allow these cookies, you will experience less targeted
advertising.
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