Chicago, IL – A recent analysis of Franklin Municipal Ladder 5-20 Year SMA Composite revealed key performance data and important insights for investors to consider. The inception date of the composite was December 31, 2019, with the benchmark being the Bloomberg Municipal Bond Index.

The composite return of Franklin Separately Managed Accounts includes high-net-worth individual and institutional client portfolios, reflecting a particular investment objective or strategy. Performance data shows average annual total returns and calendar year returns, providing a comprehensive overview of the composite’s performance over different time periods.

Investors are advised to visit the Franklin Templeton website for the latest performance figures of the composite. The report emphasizes that past performance is not a guarantee of future results, highlighting the importance of evaluating investment strategies under varying market conditions.

The Franklin Municipal Ladder 5-20 Year SMA Composite comprises fully discretionary accounts seeking current tax-free income by investing in municipal securities. The primary benchmark is the Bloomberg Municipal Bond Index, a weighted fixed income index representing the market of general obligation, revenue, insured, and pre-refunded/escrowed municipal bonds.

It is crucial for investors to understand the risks involved in fixed income securities, including interest rate, credit, inflation, and liquidity risks. Active management does not ensure gains or protect against market declines, underscoring the importance of thorough research and evaluation before making investment decisions.

The analysis also highlights the compliance of Franklin Separately Managed Accounts with the Global Investment Performance Standards (GIPS®), ensuring transparency and accuracy in reporting. The article provides valuable insights into the performance of the composite and the investment strategies managed by Franklin Templeton, catering to a diverse range of clients and portfolios.

Overall, the analysis serves as a comprehensive guide for investors looking to understand the performance and strategies of Franklin Municipal Ladder 5-20 Year SMA Composite. By evaluating past performance and considering the risks involved, investors can make informed decisions to achieve their financial goals.