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Franklin Corefolio Allocation A (FTCOX)
23.76
+0.05
+(0.21%)
At close: May 30 at 8:04:12 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 | 31.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 2.51% |
| 5y Average Return | 11.26% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.31 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FTCOX | Category Average | FTCOX | Category Average | FTCOX | Category Average | |
| Alpha | 2.63 | -0.03 | 2.05 | -0.02 | 0.44 | -0.01 |
| BETA | 1.31 | 0.02 | 1.38 | 0.02 | 1.47 | 0.02 |
| Mean Annual Return | 0.85 | 0.01 | 0.99 | 0.01 | 0.74 | 0.01 |
| R-squared | 89.73 | 0.95 | 91.88 | 0.94 | 92.46 | 0.92 |
| Standard Deviation | 16.55 | 0.19 | 16.12 | 0.15 | 15.42 | 0.14 |
| Sharpe Ratio | 0.34 | 0.01 | 0.56 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 3.43 | 0.08 | 6 | 0.08 | 4.07 | 0.06 |
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