Franklin Corefolio Allocation Fund Advisor Class
FCAZX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Franklin Templeton Investments
Manager/Tenure
(Years)
(Years)
Thomas A. Nelson (6), Berkeley Belknap Revenaugh (4), Laura Green (0)
Website
Address
Franklin Templeton Investments
San Mateo CA - 94403
San Mateo CA - 94403
Country
United States
Phone Number
650-312-2000
Investment Strategy
The investment seeks capital appreciation. 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 (underlying funds) on a fixed percentage basis. It makes equal allocations (approximately 25%) to each of the underlying funds. These underlying funds, in turn, invest primarily in U.S. and foreign equity securities.