Franklin Corefolio Allocation C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Franklin Corefolio Allocation Fund Class C FTCLX
- NAV / 1-Day Return 21.85 / −1.18 %
- Total Assets 1.0B
-
Adj. Expense Ratio
1.740%
- Expense Ratio 1.130%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.01%
- Turnover 9%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FTCLX
Will FTCLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FTCLX 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 FTCLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Franklin Growth Opportunities R6 | 26.15 | 274M | — |
Franklin Growth R6 | 25.64 | 269M | — |
Templeton Growth R6 | 24.83 | 260M | — |
Franklin Mutual Shares R6 | 23.24 | 243M | — |
Franklin Instl U.S. Govt Mny Mkt Fund | 0.13 | 1M | Cash and Equivalents |
United States