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Morningstar

Franklin Conservative Allocation Advisor FTCZX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.80  /  +0.73 %
  • Total Assets 871.5 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.60%
  • Turnover 19%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0

Morningstar’s Analysis FTCZX

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

  • People Pillar

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

The prospect of further changes doesn’t inspire confidence.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The multi-asset team leading Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation continues to evolve. The team is attempting its second major integration of an acquired multi-asset team in four years.

by Greg Carlson
Rated on Published on

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Portfolio Holdings FTCZX

More FTCZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

20.27 178.3 Mil
—

Franklin U.S. Core Equity Advisor

15.78 138.8 Mil
—

Western Asset Core Plus Bond IS

10.64 93.6 Mil
—

Franklin U.S. Treasury Bond ETF

10.15 89.3 Mil
—

Franklin Growth R6

7.01 61.6 Mil
—

Franklin International Core Equity Adv

4.46 39.3 Mil
—

BrandywineGLOBAL Global Opp Bond IS

3.84 33.7 Mil
—

Franklin US Large Cap Mltfctr Idx ETF

3.74 32.9 Mil
—

ClearBridge Large Cap Value IS

2.86 25.2 Mil
—

Franklin Investment Grade Corporate ETF

2.53 22.2 Mil
—