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Franklin Conservative Allocation Advisor FTCZX

Analyst rating as of
NAV / 1-Day Return
14.86  /  0.07 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.630%
Expense Ratio
0.630%
Fee Level
Below Average
Longest Manager Tenure
9.16 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.81%
Turnover
87%
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Morningstar’s Analysis

Will FTCZX outperform in future?

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

The latest changes to this ever-evolving target-risk series are positive, but it’s still not compelling.

Senior Analyst

Summary

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The three funds in the Franklin Allocator series--Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation--have undergone notable changes in recent years, and the most recent ones substantially lowered costs. But it's still not clear the funds are positioned for success. The funds earn Morningstar Analyst Ratings of Neutral across all share classes.

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