About FTCCX
Franklin Conservative Allocation Fund Class C is a multi-asset mutual fund designed to pursue the highest level of long-term total return compatible with a moderate risk profile. Structured as a "fund of funds," it allocates capital primarily to other Franklin Templeton and Legg Mason mutual funds and ETFs, blending exposures across fixed income, equity, and money market securities. The typical asset mix favors approximately 60% fixed-income funds and 40% equity funds, offering diversification and aiming for both income generation and modest capital appreciation, which aligns it with the Moderately Conservative Allocation category.
This fund invests across U.S. and international markets, with significant holdings in sectors like information technology, financials, and industrials, as well as core bond and Treasury ETFs. It pays regular quarterly dividends and targets preservation of capital while allowing for some participation in market growth. With its inception dating back to 1996, Franklin Conservative Allocation Fund Class C serves investors seeking a balanced approach to portfolio construction, placing emphasis on risk management and steady, long-term outcomes.
Fund Family Franklin Templeton Investments
Category Allocation--30% to 50% Equity
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FTCCX
Share Class Class C
Index Bloomberg Multiverse TR USD Unhedged
FTCCX had a total return of 5.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.74%.
