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Franklin Global Allocation A (FFALX)

14.50
-0.14
(-0.96%)
At close: 8:03:51 PM EDT
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  • Previous Close 14.64
  • YTD Return 0.12%
  • Expense Ratio 0.97%
  • Category World Allocation
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.64B
  • Beta (5Y Monthly) 0.91
  • Yield 1.20%
  • 5y Average Return --
  • Holdings Turnover 59.82%
  • Last Dividend 0.02
  • Inception Date Aug 15, 2003

The fund will invest in a diversified portfolio of debt and equity securities and, to a lesser extent, alternative strategies. The advisor may shift its investments from one asset class to another based on the investment manager’s analysis of the best opportunities for the fund’s portfolio in a given market. In addition, at least 40% of the fund’s net assets are invested in non-U.S. investments and in at least three different countries, either directly or through depositary receipts, including in emerging markets.

Franklin Templeton Investments

Fund Family

World Allocation

Fund Category

2.64B

Net Assets

2003-08-15

Inception Date

Performance Overview: FFALX

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Trailing returns as of 4/4/2025. Category is World Allocation.

YTD Return

FFALX
0.12%
Category
8.60%
 

1-Year Return

FFALX
5.76%
Category
25.33%
 

3-Year Return

FFALX
4.93%
Category
8.02%
 

5-Year Return

FFALX
10.49%
Category
8.06%
 

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Holdings: FFALX

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Sector Weightings

SectorFFALX
Technology   25.41%
Healthcare   11.91%
Industrials   7.98%
Energy   4.79%
Real Estate   1.33%
Utilities   0.75%

Recent News: FFALX

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Research Reports: FFALX

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