As of 02-28-2018


  • Pursues total return.
  • Invests in a broad, strategic mix of bond sectors: primarily U.S. government and investment-grade corporate; also high-yield and emerging markets (including trade finance); high-yield allocation limited to 25%, typically under 15%.
  • Focuses on sectors management believes will benefit from anticipated changes in economic and market conditions.
  • Serves as a core multisector bond holding.

Key Investment Team


Symbol   FTRLX
Fund Number(s)   225
Newspaper Listing   TtlRtnBdL
CUSIP   31428Q739
Benchmark   Bloomberg Barclays U.S. Aggregate Bond Index
Performance Inception Date   10-01-1996
Fiscal Year-End   11-30

Morningstar Ratings™

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    Funds in Category
Overall 857
3 Year 857
5 Year 788
10 Year 559
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

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Category Intermediate-Term Bond