Franklin Dynamic Asset Allocation Cnsv P Investment Strategy | Morningstar

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Strategy

The investment seeks total return consistent with preservation of capital. The fund allocates 15% to 45% of its assets in equities and 55% to 85% in fixed income securities. It invests mainly in fixed-income investments, including U.S. and foreign government obligations, corporate obligations and securitized debt instruments. The fund also invests, to a lesser extent, in equity securities (growth or value stocks or both) of U.S. and foreign companies of any size.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Franklin Dynamic Asset Allocation Conservative Fund Class P	No Load	Closed			Aug 31, 2016	$233.77M	0.600%	Below Average	$0	$211.97M
PACYX	Franklin Dynamic Asset Allocation Conservative Fund Class Y	Institutional	Open			Jul 14, 1994	$134.54M	0.710%	Average	$0	$25.93M
PACAX	Franklin Dynamic Asset Allocation Conservative Fund Class A	Front Load	Open			Feb 7, 1994	$355.95M	0.960%	Below Average	$0	−$10.70M
PACCX	Franklin Dynamic Asset Allocation Conservative Fund Class C	Level Load	Open			Sep 1, 1994	$29.31M	1.710%	Average	$0	−$4.68M
PACDX	Franklin Dynamic Asset Allocation Conservative Fund Class R5	Retirement, Large	Open			Jul 2, 2012	$162,013.00	0.700%	Above Average	$0	$156,058.38
PCCEX	Franklin Dynamic Asset Allocation Conservative Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$65.43M	0.640%	Average	$0	−$1.10M
PACRX	Franklin Dynamic Asset Allocation Conservative Fund Class R	Retirement, Medium	Open			Jan 21, 2003	$5.85M	1.210%	Average	$0	$811,990.37

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