Franklin Servative Allocation Fund Quote
| FTCZX Fund | USD 14.29 0.01 0.07% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Franklin Conservative is trading at 14.29 as of the 28th of November 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 14.28. Franklin Conservative has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Servative Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is a fund of funds meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the funds assets among the broad asset classes 60 percent fixed-income funds and 40 percent equity funds. More on Franklin Servative Allocation
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Franklin Servative Allocation [FTCZX] is traded in USA and was established 28th of November 2024. Franklin Conservative is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 1.31 B in assets under management (AUM) with minimum initial investment of 100 K. Franklin Conservative is currently producing year-to-date (YTD) return of 9.58% with the current yeild of 0.03%, while the total return for the last 3 years was 1.58%.
Check Franklin Conservative 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 Servative 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 Servative Allocation Mutual Fund Constituents
| FDTRX | Franklin Dynatech Fund | Mutual Fund | Large Growth | |
| FLQE | FLQE | Etf | Diversified Emerging Mkts | |
| FFRDX | Franklin Floating Rate | Mutual Fund | Bank Loan | |
| FLIA | Franklin Liberty International | Etf | Global Bond-USD Hedged | |
| WAPSX | Western Asset E | Mutual Fund | Intermediate Core-Plus Bond | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| SCHP | Schwab TIPS ETF | Etf | Inflation-Protected Bond | |
| LWSTX | Western Asset Short Term | Mutual Fund | Short-Term Bond |
Franklin Conservative Risk Profiles
| Mean Deviation | 0.2612 | |||
| Semi Deviation | 0.283 | |||
| Standard Deviation | 0.3275 | |||
| Variance | 0.1073 |
Franklin Conservative Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Conservative 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 Conservative security.
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