Franklin Conservative Allocation Fund Advisor Class
FTCZX
NASDAQ
| Weiss Ratings | FTCZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FTCZX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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| Dividend Yield | 2.77% | |||
| Dividend | FTCZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.06% | |||
| Asset Allocation | FTCZX-NASDAQ | Click to Compare |
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| Cash | 4.57% | |||
| Stock | 39.77% | |||
| U.S. Stock | 28.41% | |||
| Non-U.S. Stock | 11.36% | |||
| Bond | 55.54% | |||
| U.S. Bond | 48.35% | |||
| Non-U.S. Bond | 7.19% | |||
| Preferred | 0.05% | |||
| Convertible | 0.00% | |||
| Other Net | 0.08% | |||
| Price History | FTCZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.75% | |||
| 30-Day Total Return | 2.69% | |||
| 60-Day Total Return | 4.75% | |||
| 90-Day Total Return | 5.02% | |||
| Year to Date Total Return | 5.55% | |||
| 1-Year Total Return | 8.80% | |||
| 2-Year Total Return | 20.55% | |||
| 3-Year Total Return | 27.49% | |||
| 5-Year Total Return | 30.32% | |||
| Price | FTCZX-NASDAQ | Click to Compare |
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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 Compare |
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| Nav | $14.53 | |||
| 1-Month Low NAV | $14.21 | |||
| 1-Month High NAV | $14.53 | |||
| 52-Week Low NAV | $13.17 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.53 | |||
| 52-Week High Price (Date) | Jun 27, 2025 | |||
| Beta / Standard Deviation | FTCZX-NASDAQ | Click to Compare |
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| Beta | 0.60 | |||
| Standard Deviation | 9.83 | |||
| Balance Sheet | FTCZX-NASDAQ | Click to Compare |
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| Total Assets | 838.45M | |||
| Operating Ratios | FTCZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.62% | |||
| Turnover Ratio | 40.01% | |||
| Performance | FTCZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.20% | |||
| Last Bear Market Total Return | -9.46% | |||