Franklin Corefolio Allocation Fund Class R
| Weiss Ratings | I-6196 | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | I-6196 | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Thomas A. Nelson (6), Berkeley Belknap Revenaugh (4), Laura Green (0) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | I-6196 | Click to Compare |
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| Fund Name | Franklin Corefolio Allocation Fund Class R | |||
| Category | Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 15, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-6196 | Click to Compare |
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| Dividend Yield | 0.48% | |||
| Dividend | I-6196 | Click to Compare |
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| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | I-6196 | Click to Compare |
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| Cash | 2.30% | |||
| Stock | 96.25% | |||
| U.S. Stock | 82.79% | |||
| Non-U.S. Stock | 13.46% | |||
| Bond | 0.77% | |||
| U.S. Bond | 0.77% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.54% | |||
| Convertible | 0.00% | |||
| Other Net | 0.14% | |||
| Price History | I-6196 | Click to Compare |
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| 7-Day Total Return | -0.87% | |||
| 30-Day Total Return | 2.41% | |||
| 60-Day Total Return | 0.63% | |||
| 90-Day Total Return | 5.25% | |||
| Year to Date Total Return | 9.54% | |||
| 1-Year Total Return | 11.65% | |||
| 2-Year Total Return | 34.25% | |||
| 3-Year Total Return | 57.03% | |||
| 5-Year Total Return | 60.59% | |||
| Price | I-6196 | 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 | I-6196 | Click to Compare |
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| Nav | $23.72 | |||
| 1-Month Low NAV | $23.41 | |||
| 1-Month High NAV | $24.04 | |||
| 52-Week Low NAV | $19.89 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $24.73 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | I-6196 | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 15.11 | |||
| Balance Sheet | I-6196 | Click to Compare |
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| Total Assets | 1.03B | |||
| Operating Ratios | I-6196 | Click to Compare |
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| Expense Ratio | 1.26% | |||
| Turnover Ratio | 10.38% | |||
| Performance | I-6196 | Click to Compare |
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| Last Bull Market Total Return | 14.23% | |||
| Last Bear Market Total Return | -16.90% | |||