C
Franklin Conservative Allocation Fund Advisor Class FTCZX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FTCZX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info FTCZX-NASDAQ Click to
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Provider Franklin Templeton Investments
Manager/Tenure (Years) Thomas A. Nelson (13), Berkeley Belknap Revenaugh (4), Laura Green (0)
Website http://www.franklintempleton.com
Fund Information FTCZX-NASDAQ Click to
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Fund Name Franklin Conservative Allocation Fund Advisor Class
Category Moderately Conservative Allocation
Sub-Category Cautious Allocation
Prospectus Objective Asset Allocation
Inception Date Dec 01, 2005
Open/Closed To New Investors Open
Minimum Initial Investment 100,000.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares FTCZX-NASDAQ Click to
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Dividend Yield 2.71%
Dividend FTCZX-NASDAQ Click to
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Dividend Yield (Forward) 1.77%
Asset Allocation FTCZX-NASDAQ Click to
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Cash 4.35%
Stock 40.83%
U.S. Stock 31.27%
Non-U.S. Stock 9.56%
Bond 54.07%
U.S. Bond 47.83%
Non-U.S. Bond 6.24%
Preferred 0.04%
Convertible 0.00%
Other Net 0.71%
Price History FTCZX-NASDAQ Click to
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7-Day Total Return -0.13%
30-Day Total Return 1.96%
60-Day Total Return 3.65%
90-Day Total Return 3.93%
Year to Date Total Return 10.11%
1-Year Total Return 8.01%
2-Year Total Return 29.50%
3-Year Total Return 39.57%
5-Year Total Return 29.64%
Price FTCZX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV FTCZX-NASDAQ Click to
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Nav $15.04
1-Month Low NAV $14.69
1-Month High NAV $15.06
52-Week Low NAV $13.17
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $15.06
52-Week High Price (Date) Sep 22, 2025
Beta / Standard Deviation FTCZX-NASDAQ Click to
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Beta 0.61
Standard Deviation 8.89
Balance Sheet FTCZX-NASDAQ Click to
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Total Assets 869.99M
Operating Ratios FTCZX-NASDAQ Click to
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Expense Ratio 0.62%
Turnover Ratio 40.01%
Performance FTCZX-NASDAQ Click to
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Last Bull Market Total Return 10.20%
Last Bear Market Total Return -9.46%