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Morningstar

Franklin Growth Allocation C FTGTX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 18.84  /  +1.02 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.76%
  • Turnover 29%

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

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 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 FTGTX

More FTGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

24.43 329.0 Mil
—

Franklin Growth R6

13.63 183.6 Mil
—

Franklin US Equity Index ETF

9.65 129.9 Mil
—

Franklin International Core Equity Adv

8.68 116.9 Mil
—

Franklin US Large Cap Mltfctr Idx ETF

7.28 98.1 Mil
—

Franklin U.S. Core Bond ETF

5.87 79.0 Mil
—

ClearBridge Large Cap Value IS

5.57 75.0 Mil
—

Western Asset Core Plus Bond IS

3.08 41.4 Mil
—

Franklin U.S. Treasury Bond ETF

2.94 39.6 Mil
—

Franklin Emerging Market Core Equity Adv

2.91 39.1 Mil
—