NasdaqGM - Delayed Quote USD

Franklin Growth Allocation R6 (FTGMX)

21.13 +0.21 (+1.00%)
As of 8:05 AM EST. Market Open.

Fund Summary

The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the fund's assets among the broad asset classes: 80% equity funds; and 20% fixed-income funds. 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 10% from these percentages of fund assets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.30%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return 17.45%
5y Average Return 9.98%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FTGMXCategory AverageFTGMXCategory AverageFTGMXCategory Average
Alpha 2.93 -0.02 2.87 -0.02 1.24 -0.01
BETA 1.1 0.01 1.15 0.01 1.19 0.01
Mean Annual Return 0.45 0.01 0.86 0.01 0.71 0.01
R-squared 94.45 0.94 95.51 0.93 94.92 0.93
Standard Deviation 14.34 0.16 14.66 0.13 12.25 0.12
Sharpe Ratio 0.11 0.01 0.53 0.01 0.56 0.01
Treynor Ratio 0.47 0.08 6.14 0.08 5.29 0.06

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