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Cut through the noise and see how your investment line-up is actually
performing - and how it might be able to perform even better.
Franklin Templeton's complimentary Matrix Review Service offers a powerful new way to examine your entire fund line-up. By seeing a clear and transparent cross-section of your mutual funds and ETFs - whether they're from Franklin Templeton or another provider - you may be able to spot areas of potential improvement or opportunities for diversification.
At-a-glance access
Your review will cover dozens of fund characteristics, allowing you to quickly and clearly see strengths and weaknesses.
Objective analysis
We run your investments through our analytical tool, providing a straightforward view into your line-up's true performance.
Comprehensive information
You'll be able to download your report as an Excel file, giving you the power to perform your own analysis on our data.
How to Request a Matrix Review
When you call us, we’ll advise you where to send a list of your fund names and/or tickers for us to review. For fastest service, please send a spreadsheet (.xls). If your list is in a .docx or .pdf format, we can work with that, too.
Submit your request for our team to run a matrix review. We'll review the funds you provide on a range of risk and return metrics to provide you greater insight into their performance characteristics.
Call us today to start your review
Contact a Franklin Templeton advisor at
We will send your matrix review via email in 2-4 business days. The matrix review will arrive as an Excel file, so it is easy for you to export it into your system or run your own analysis.
Start today!
Contact a Franklin Templeton Advisor Consultant for your Matrix Review.
Related Services and Tools
Franklin Templeton Portfolio Consulting Services offers a range of portfolio services to help improve the risk profiles of your model portfolios, potentially improving client outcomes.
Explore potential fund performance under different scenarios, to make sure your portfolios are ready for what's next.
All investments involve risks, including possible loss of principal.
Your clients should carefully consider a fund's investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should read the prospectus carefully before they invest or send money.
Past performance does not guarantee future results.
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
Franklin Templeton Distributors, Inc.
This website is for US residents.
This website is for US residents.
Copyright © 2021 Franklin Templeton. All Rights Reserved.
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You can compare a maximum of 4 funds.
Money funds and liquidated funds cannot be added to comparison.
Quarterly commentary discussing fund performance. View more details
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