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Franklin Conservative Allocation R (FTCRX)

13.35
-0.36
(-2.63%)
At close: 8:03:50 PM EDT
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  • Previous Close 13.71
  • YTD Return 0.58%
  • Expense Ratio 1.09%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 828.21M
  • Beta (5Y Monthly) 0.82
  • Yield 2.35%
  • 5y Average Return --
  • Holdings Turnover 40.01%
  • Last Dividend 0.09
  • Inception Date Dec 1, 2005

The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the fund's assets among the broad asset classes: 60% fixed-income funds; and 40% equity funds. These percentages may be changed from time to time by the fund's investment manager without the approval of shareholders, and may vary up to 10% from these percentages of fund assets.

Franklin Templeton Investments

Fund Family

Allocation--30% to 50% Equity

Fund Category

828.21M

Net Assets

2005-12-01

Inception Date

Performance Overview: FTCRX

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Trailing returns as of 4/3/2025. Category is Allocation--30% to 50% Equity.

YTD Return

FTCRX
0.58%
Category
5.91%
 

1-Year Return

FTCRX
4.40%
Category
18.59%
 

3-Year Return

FTCRX
2.73%
Category
8.56%
 

5-Year Return

FTCRX
5.80%
Category
7.44%
 

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Holdings: FTCRX

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Sector Weightings

SectorFTCRX
Technology   26.45%
Healthcare   13.05%
Industrials   11.97%
Energy   2.76%
Utilities   1.92%
Real Estate   1.48%

Recent News: FTCRX

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Research Reports: FTCRX

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