Nasdaq - Delayed Quote USD

Franklin Growth Allocation A (FGTIX)

18.70 +0.19 (+1.03%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.76%
5y Average Return 7.85%
Number of Years Up 18
Number of Years Down 9
Best 1Y Total Return (Apr 23, 2024) 31.08%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 31.08%
Worst 3Y Total Return 2.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FGTIX
Category
YTD
8.29%
11.35%
1-Month
2.95%
0.99%
3-Month
8.29%
5.92%
1-Year
20.44%
32.83%
3-Year
5.77%
11.75%
5-Year
9.05%
11.53%
10-Year
7.49%
8.98%
Last Bull Market
28.56%
17.67%
Last Bear Market
-13.16%
-15.71%

Annual Total Return (%) History

Year
FGTIX
Category
2024
--
--
2023
17.59%
--
2022
-17.16%
--
2021
16.41%
--
2020
14.58%
13.51%
2019
21.90%
21.35%
2018
-6.45%
-7.93%
2017
19.45%
15.80%

2016
5.37%
7.93%
2015
-1.66%
-2.77%
2014
4.95%
5.71%
2013
20.98%
21.31%
2012
10.52%
13.42%
2011
-3.15%
-3.80%
2010
14.31%
13.49%
2009
31.08%
29.37%
2008
-30.75%
-34.34%
2007
10.58%
7.43%
2006
13.90%
13.07%
2005
8.47%
7.35%
2004
11.28%
10.93%
2003
30.11%
25.10%
2002
-14.65%
-14.51%
2001
-11.33%
-9.67%
2000
-5.13%
-1.68%
1999
41.17%
20.12%
1998
-0.11%
10.44%
1997
13.05%
18.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.29% -- -- --
2023 5.72% 4.52% -3.38% 10.14%
2022 -6.35% -13.16% -5.42% 7.70%
2021 3.76% 6.35% -0.83% 6.38%
2020 -16.22% 16.26% 6.98% 9.97%
2019 11.21% 3.07% 0.27% 6.07%
2018 0.33% 0.51% 4.37% -11.12%
2017 6.21% 3.82% 4.33% 3.83%
2016 -0.27% 1.46% 4.21% -0.08%
2015 2.87% -0.40% -7.12% 3.35%

2014 1.17% 3.48% -1.53% 1.80%
2013 5.53% 0.04% 7.29% 6.81%
2012 8.49% -4.64% 5.07% 1.68%
2011 3.79% 0.32% -12.90% 6.80%
2010 3.66% -7.14% 10.31% 7.65%
2009 -4.36% 14.55% 14.30% 4.68%
2008 -8.29% 0.19% -10.08% -16.19%
2007 2.91% 5.45% 3.38% -1.42%
2006 7.44% -2.38% 1.21% 7.30%
2005 -1.82% 2.09% 5.36% 2.71%
2004 2.69% -0.16% -0.16% 8.73%
2003 -3.03% 14.41% 5.76% 10.89%
2002 2.29% -7.69% -14.53% 5.77%
2001 -10.55% 5.35% -16.51% 12.71%
2000 10.52% -3.09% 2.35% -13.47%
1999 2.33% 5.79% -0.68% 31.29%
1998 7.83% -1.97% -12.57% 8.08%
1997 0.90% 8.42% 7.04% -3.46%

Rank in Category (By Total Return)

YTD 9
1-Month 43
3-Month 9
1-Year 18
3-Year 24
5-Year 28

Load Adjusted Returns

1-Year 13.82%
3-Year 3.80%
5-Year 7.82%
10-Year 6.89%

Performance & Risk

YTD Return 4.76%
5y Average Return 7.85%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Franklin Templeton Investments
Net Assets 1.33B
YTD Return 8.29%
Yield 1.45%
Morningstar Rating
Inception Date Dec 01, 2005

Fund Summary

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 fund's assets among the broad asset classes: 80% equity funds; and 20% fixed-income funds. These percentages may be changed from time to time by the fund's investment manager without the approval of shareholders, and may vary up to 10% from these percentages of fund assets.

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