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Morningstar

Franklin Growth Allocation C FTGTX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.94  /  0.69 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.640%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.54%
  • Turnover 60%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 12:09 AM GMT+00:00

Morningstar’s Analysis FTGTX

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

People Pillar

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

The Departure of a Team Member Doesn't Affect the Ratings of the Franklin Allocator Funds

Senior Analyst

Analyst Note

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