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Franklin Growth Allocation Advisor FGTZX

Analyst rating as of
NAV / 1-Day Return
20.86  /  1.93 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
9.36 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.15%
Turnover
39%
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Morningstar’s Analysis

Will FGTZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Portfolio Manager Turnover Doesn't Impact This Franklin Target-Risk Series' Ratings

Senior Analyst

Analyst Note

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On April 16, 2021, May Tong, a comanager of the three funds in the Franklin Allocation target-risk series since February 2019, left Franklin Templeton and was replaced by Wylie Tollette (who's worked at the firm for 22 years) and Berkeley Revenaugh, who joined the firm in 2019 as a client portfolio manager. Tom Nelson, a portfolio manager on the series since 2012, remains in the lead role, and he and the other managers primarily oversee the series' day-to-day operations and implement the tactical asset allocation calls of the firm's investment strategy and research committee.

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