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Nasdaq - Delayed Quote USD
Franklin Corefolio Allocation C (FTCLX)
19.57
-1.23
(-5.91%)
At close: April 4 at 8:03:50 PM EDT
Fund Summary
The fund is a "fund to funds" meaning that it seeks to achieve its investment goal by investing its assets in a combination of the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund and Templeton Growth Fund (underlying funds) on a fixed percentage basis. It makes equal allocations (approximately 25%) to each of the underlying funds. These underlying funds, in turn, invest primarily in U.S. and foreign equity securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -6.77% |
| 5y Average Return | 12.75% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.33 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FTCLX | Category Average | FTCLX | Category Average | FTCLX | Category Average | |
| Alpha | 1.86 | -0.03 | 1.83 | -0.02 | -0.25 | -0.01 |
| BETA | 1.33 | 0.02 | 1.39 | 0.02 | 1.47 | 0.02 |
| Mean Annual Return | 0.54 | 0.01 | 1.12 | 0.01 | 0.69 | 0.01 |
| R-squared | 90.8 | 0.95 | 92.56 | 0.94 | 92.48 | 0.92 |
| Standard Deviation | 17.48 | 0.19 | 16.74 | 0.15 | 15.4 | 0.14 |
| Sharpe Ratio | 0.11 | 0.01 | 0.64 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | 0.35 | 0.08 | 7.17 | 0.08 | 3.64 | 0.06 |
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