Nasdaq - Delayed Quote USD
Franklin Corefolio Allocation A (FTCOX)
19.97
-0.27
(-1.33%)
At close: 8:03:54 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- CommonWealth PPS
- LPL SAM Eligible
- Raymond James
- Commonwealth Universe
- LPL SWM
- Kestra Financial
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.
Fund Overview
| Category | Allocation--85%+ Equity |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 934.59M |
| YTD Return | -3.16% |
| Yield | 0.82% |
| Morningstar Rating | |
| Inception Date | Aug 15, 2003 |
Performance & Risk
| YTD Return | -12.11% |
| 5y Average Return | 12.23% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.33 |
| Morningstar Risk Rating |
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