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Morningstar

Franklin Conservative Allocation C FTCCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.94  /  0.15 %
  • Total Assets 870.6 Mil
  • Adj. Expense Ratio
    1.610%
  • Expense Ratio 1.610%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.95%
  • Turnover 37%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:13 AM GMT+0

Morningstar’s Analysis FTCCX

Will FTCCX 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 FTCCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FTCCX 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 FTCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Changing leadership.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The team that runs the three funds in the Franklin Allocator series—Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation—has seen significant leadership changes of late, as well as overall headcount reduction. In addition, the roster of underlying holdings remains a mixed bag.

by Greg Carlson
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Portfolio Holdings FTCCX

More FTCCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 78.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

21.19
194,560,532
—

Franklin U.S. Core Equity Advisor

13.94
127,949,591
—

Western Asset Core Plus Bond IS

11.86
108,856,790
—

Franklin Growth R6

6.14
56,392,827
—

Franklin U.S. Treasury Bond ETF

5.99
54,968,512
—

Franklin International Core Equity Adv

4.69
43,086,592
—

Schwab US TIPS ETF™

4.33
39,774,419
—

Western Asset Short-Term Bond IS

4.31
39,592,376
—

Franklin US Large Cap Mltfctr Idx ETF

3.15
28,891,798
—

BrandywineGLOBAL Global Opp Bond IS

2.92
26,771,519
—