3 / 5 Stars
4 4 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.98 percent over the past year, 10.31 percent over the past three years, 18.72 percent over the past five years, and 5.78 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.0%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||5.8%|
The investment seeks capital appreciation; income is a secondary consideration. 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 Income Fund (33 1/3%), Mutual Shares Fund (33 1/3%) and Templeton Growth Fund (33 1/3%) (underlying funds). These underlying funds, in turn, invest primarily in U.S. and foreign equity securities, and, to a lesser extent, fixed-income and money market securities, each following a value-oriented approach.
Fees are Above Average compared to funds in the same category.
Franklin Templeton Founding Allocation Fund has an expense ratio of 1.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.