Franklin Founding Funds Allocation A (FFALX)
* As of 28-Feb-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Franklin Mutual Shares R6||33.46||N/A|
|Templeton Growth R6||33.00||N/A|
|Franklin Income R6||32.99||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.41%|
Performance & Risk
|5y Avg Return:||11.05%|
|Rank in Category (ytd):||57|
|% Rank in Category (ytd):||12.95%|
|Morningstar Risk Rating:||3|
The investment seeks capital appreciation; income is a secondary consideration.
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 Income Fund (33 1/3%), Mutual Shares Fund (33 1/3%) and Templeton Growth Fund (33 1/3%) (underlying funds). These underlying funds, in turn, invest primarily in U.S. and foreign equity securities, and, to a lesser extent, fixed-income and money market securities, each following a value-oriented approach. View More