On Feb. 1, 2021, Franklin Founding Funds Allocation underwent a complete makeover: a new name, a new portfolio, and a new management team. Accordingly, the fund’s People and Process ratings have been placed Under Review.
Franklin Global Allocation R FFARX
NAV / 1-Day Return
13.69
/
1.48
%
Total Assets
3.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.200%
Expense Ratio
1.200%
Fee Level
Average
Longest Manager Tenure
0.08
years
Category
Allocation--70% to 85% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
3.09%
Turnover
< 1%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FFARX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FFARX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FFARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FFARX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Placing the Remade Franklin Founding Funds Allocation Under Review
