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Franklin Corefolio Allocation C FTCLX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 21.92  /  +0.09 %
  • Total Assets 961.7 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.14%
  • Turnover 9%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis FTCLX

Will FTCLX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin Corefolio Allocation C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings FTCLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Mutual Shares R6

25.14 231.3 Mil

Franklin Growth R6

24.97 229.7 Mil

Templeton Growth R6

24.95 229.5 Mil

Franklin Growth Opportunities R6

24.91 229.1 Mil

Cash

0.03 290,382
Cash and Equivalents