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Franklin Corefolio Allocation A FTCOX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 22.80  /  −0.31 %
  • Total Assets 994.6 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.48%
  • Turnover 7%

USD | NAV as of Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FTCOX

Will FTCOX outperform in future?

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

Franklin Corefolio Allocation A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings FTCOX

  • 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 Growth Opportunities R6

25.38 245.7 Mil

Templeton Growth R6

25.30 244.9 Mil

Franklin Growth R6

25.02 242.2 Mil

Franklin Mutual Shares R6

24.29 235.1 Mil

Franklin IFT Money Market

0.03 266,978
Cash and Equivalents

Cash

−0.02 −185,301
Cash and Equivalents