Franklin Efolio Allocation Fund Quote
| FTCOX Fund | USD 24.63 0.13 0.53% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Franklin Corefolio is trading at 24.63 as of the 29th of November 2024; that is 0.53% up since the beginning of the trading day. The fund's open price was 24.5. Franklin Corefolio has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Franklin Efolio Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund is a fund to funds meaning that it seeks to achieve its investment goal by investing its assets in a combination of the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund and Templeton Growth Fund on a fixed percentage basis. More on Franklin Efolio Allocation
Moving together with Franklin Mutual Fund
Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Franklin Templeton Investments, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Franklin Efolio Allocation [FTCOX] is traded in USA and was established 29th of November 2024. Franklin Corefolio is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 866.25 M in assets under management (AUM) with no minimum investment requirementsFranklin Efolio Allo is currently producing year-to-date (YTD) return of 19.27% with the current yeild of 0.0%, while the total return for the last 3 years was 5.49%.
Check Franklin Corefolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Efolio Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Efolio Allocation Mutual Fund Constituents
| FIFRX | Franklin Growth Fund | Mutual Fund | Large Growth | |
| FMSHX | Franklin Mutual Shares | Mutual Fund | Allocation--85%+ Equity | |
| FOPPX | Franklin Growth Opportunities | Mutual Fund | Large Growth | |
| FTGFX | Templeton Growth Fund | Mutual Fund | World Large-Stock Blend | |
| INFXX | Institutional Fiduciary Trust | Money Market Fund | US Money Market Fund |
Franklin Efolio Allo Risk Profiles
| Mean Deviation | 0.5562 | |||
| Semi Deviation | 0.7085 | |||
| Standard Deviation | 0.758 | |||
| Variance | 0.5745 |
Franklin Corefolio Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Corefolio financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Corefolio security.
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