Morningstar

Franklin Corefolio Allocation Fund Advisor Class FCAZX

Medalist Rating as of Sep 30, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks capital appreciation. 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.

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
FCAZX	Franklin Corefolio Allocation Fund Advisor Class	Institutional	Open			Aug 15, 2003	$72.49M	0.740%	Below Average	$100,000	−$4.89M
FTCOX	Franklin Corefolio Allocation Fund Class A	Front Load	Open			Aug 15, 2003	$882.64M	0.990%	Below Average	$1,000	−$96.80M
FTCLX	Franklin Corefolio Allocation Fund Class C	Level Load	Open			Aug 15, 2003	$34.47M	1.740%	Average	$1,000	−$7.74M
FTLQX	Franklin Corefolio Allocation Fund Class R6	Retirement, Large	Open			Aug 1, 2017	$3.95M	0.690%	Above Average	$1M	−$124,246.12
FFAYX	Franklin Corefolio Allocation Fund Class R	Retirement, Medium	Open			Aug 15, 2003	$2.17M	1.240%	Average	$1,000	−$149,718.05

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