3 / 5 Stars
3 3 5 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#44 in Conservative Allocation
U.S. News evaluated 183 Conservative 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 6.98 percent over the past year, 5.19 percent over the past three years, 9.43 percent over the past five years, and 5.68 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||5.2%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||5.7%|
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: 60% fixed-income funds; and 40% equity funds.
Fees are Average compared to funds in the same category.
Franklin Templeton Conservative Allocation Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.