Skip to Content

Franklin Conservative Allocation Advisor FTCZX

Analyst rating as of
NAV / 1-Day Return
14.30  /  0.49 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.620%
Expense Ratio
0.620%
Fee Level
Below Average
Longest Manager Tenure
10.06 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.47%
Turnover
48%
Premium

Morningstar’s Analysis

Will FTCZX outperform in future?

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

Recent changes to this target-risk series have been positive, but it’s still not compelling.

Senior Analyst

Summary

| |

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, with the most recent ones substantially lowering costs and improving the lineup of underlying funds. But an evolving team with a short record of making tactical calls warrant a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Premium