NasdaqGM - Delayed Quote USD

Franklin Conservative Allocation R (FTCRX)

13.58
+0.48
+(3.66%)
As of 8:09:09 AM EDT. Market Open.

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.93%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 5

Performance & Risk

YTD Return -4.87%
5y Average Return 4.09%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FTCRXCategory AverageFTCRXCategory AverageFTCRXCategory Average
Alpha -1.33 -0.01 -1.76 -0.01 -1.54 -0
BETA 0.82 0.01 0.8 0.01 0.79 0.01
Mean Annual Return 0.27 0.01 0.51 0.01 0.33 0.01
R-squared 97.48 0.92 96.55 0.91 96.07 0.91
Standard Deviation 10.41 0.1 9.44 0.08 8.17 0.07
Sharpe Ratio -0.13 0.01 0.35 0.01 0.25 0.01
Treynor Ratio -2.3 0.09 3.77 0.08 2.16 0.07

Related Tickers

Waiting for permission
Allow microphone access to enable voice search

Try again.