About FGTZX
Franklin Growth Allocation Fund Advisor Class is a mutual fund that operates as a "fund of funds," designed to achieve long-term total return through diversified exposure to both equity and fixed-income markets. Its primary function is to allocate its assets among other Franklin Templeton and Legg Mason funds and ETFs, with a typical distribution around 80% in equity funds and 20% in fixed-income funds, though these allocations may be adjusted by the investment manager as market conditions change. The fund invests across a variety of sectors, with significant holdings in information technology, financials, industrials, and health care, reflecting a moderately aggressive allocation style focused on capital appreciation. By investing in a broad mix of underlying funds, including both domestic and international equities and bonds, the fund aims to balance growth potential with risk management. Its role in the financial market is to offer investors a professionally managed, diversified portfolio suitable for those seeking growth through a mix of asset classes—making it a notable choice within the moderately aggressive allocation mutual fund category.
Fund Family Franklin Templeton Investments
Category Allocation--70% to 85% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FGTZX
Share Class Advisor Class
Index MSCI AC World NR USD
FGTZX had a total return of 16.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.24%.
