Nasdaq - Delayed Quote USD
Franklin Global Allocation A (FFALX)
15.17
-0.13
(-0.85%)
As of 8:09:12 AM EDT. Market Open.
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -2.00% |
| 5y Average Return | 9.22% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FFALX | Category Average | FFALX | Category Average | FFALX | Category Average | |
| Alpha | 0.92 | -0.04 | 1.76 | -0.03 | -1.73 | -0.03 |
| BETA | 0.91 | 0.01 | 0.96 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.46 | 0.01 | 0.89 | 0.01 | 0.45 | 0.01 |
| R-squared | 95.73 | 0.89 | 92.96 | 0.89 | 88.42 | 0.89 |
| Standard Deviation | 11.68 | 0.13 | 11.59 | 0.11 | 12.29 | 0.1 |
| Sharpe Ratio | 0.08 | 0.01 | 0.68 | 0.01 | 0.28 | 0.01 |
| Treynor Ratio | 0.35 | 0.06 | 7.97 | 0.06 | 2.38 | 0.05 |
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