Franklin Growth Allocation Fund

Scorecard
3 / 5 Stars
Lipper
3 3 2 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.70 percent over the past year, 8.93 percent over the past three years, 12.87 percent over the past five years, and 7.37 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.6%
1 Year 19.7%
3 Years (Annualized) 8.9%
5 Years (Annualized) 12.9%
10 Years (Annualized) 7.4%

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Summary

The investment seeks the highest level of long-term total return. The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets in other mutual funds, predominately other Franklin Templeton mutual funds (underlying funds). The investment manager uses the following as a general guide in allocating the fund's assets among the broad asset classes. 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 5% from the stated allocations: 80% equity funds; and 20% fixed-income funds.

Fees

Fees are Low compared to funds in the same category.
Franklin Growth Allocation Fund has an expense ratio of 0.84 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Franklin Templeton Investments Funds