About FCAZX
Franklin Corefolio Allocation Fund Advisor Class is a mutual fund designed to provide capital appreciation through a diversified, "fund of funds" approach. Its core structure allocates approximately 25% of assets to each of four underlying equity-focused mutual funds: Franklin Growth Opportunities Fund, Franklin Growth Fund, Franklin Mutual Shares Fund, and Templeton Growth Fund. This allocation blends both growth and value investment styles across U.S. and international markets, targeting broad exposure to different equity sectors and geographic regions. The fund’s strategy is to maintain these allocations, rebalancing when they drift beyond set thresholds, which helps ensure a consistent diversification profile. By investing primarily in equities via its underlying funds, Franklin Corefolio Allocation Fund Advisor Class serves investors seeking a balanced approach to equity investing, with an emphasis on both domestic and global opportunities. Its structure offers a streamlined way to access a blend of distinct equity strategies within a single investment vehicle, playing a significant role in the aggressive allocation segment of the mutual fund market.
Fund Family Franklin Templeton Investments
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol FCAZX
Share Class Advisor Class
Index S&P 500 TR
FCAZX had a total return of 10.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.15%.
