Franklin Templeton Founding Allocation Fund

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

#13 in Aggressive Allocation

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.

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Performance

The fund has returned 20.83 percent over the past year, 11.12 percent over the past three years, 19.59 percent over the past five years, and 6.51 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year 20.8%
3 Years (Annualized) 11.1%
5 Years (Annualized) 19.6%
10 Years (Annualized) 6.5%

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Summary

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

Fees are Average compared to funds in the same category.
Franklin Templeton Founding Allocation Fund has an expense ratio of 0.33 percent.

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Risk

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

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See Also:

Top Franklin Templeton Investments Funds