Franklin Servative Allocation Fund Quote
FTCRX Fund | USD 14.06 0.05 0.36% |
PerformanceWeak
| Odds Of DistressLow
|
Franklin Conservative is trading at 14.06 as of the 25th of March 2025; that is 0.36% increase since the beginning of the trading day. The fund's open price was 14.01. Franklin Conservative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
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 funds assets among the broad asset classes 60 percent fixed-income funds and 40 percent equity funds. More on Franklin Servative Allocation
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
Update Date | 31st of March 2025 |
Franklin Servative Allocation [FTCRX] is traded in USA and was established 25th of March 2025. Franklin Conservative is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 1.31 B in assets under management (AUM) with no minimum investment requirementsFranklin Conservative is currently producing year-to-date (YTD) return of 1.08% with the current yeild of 0.02%, while the total return for the last 3 years was 3.04%.
Check Franklin Conservative Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Servative Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Servative Allocation Mutual Fund Constituents
FDTRX | Franklin Dynatech Fund | Mutual Fund | Large Growth | |
FFRDX | Franklin Floating Rate | Mutual Fund | Bank Loan | |
GOBSX | Legg Mason Bw | Mutual Fund | World Bond | |
FLQL | Franklin LibertyQ Equity | Etf | Large Blend | |
FLRRX | Franklin Low Duration | Mutual Fund | Short-Term Bond | |
FMEUX | Franklin Mutual European | Mutual Fund | Foreign Large Value | |
FRISX | Franklin Rising Dividends | Mutual Fund | Large Blend | |
FTSD | Franklin Liberty Short | Etf | Short Government |
Franklin Conservative Risk Profiles
Mean Deviation | 0.3548 | |||
Standard Deviation | 0.4651 | |||
Variance | 0.2163 | |||
Risk Adjusted Performance | (0.02) |
Franklin Conservative Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Conservative financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Conservative security.
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