About FTCIX
Franklin Conservative Allocation Fund Class A is a multi-asset mutual fund designed to seek the highest level of long-term total return consistent with an acceptable level of risk. It employs a "fund of funds" approach, meaning it invests primarily in a mix of other mutual funds, predominantly affiliated funds managed by Franklin Templeton and Legg Mason. The asset allocation strategy typically targets approximately 60% in fixed-income funds and 40% in equity funds, although this balance may vary within a 10% range as determined by the fund's management without requiring shareholder approval. This composition aims to provide balanced exposure to income generation and capital appreciation, making it suited for investors with moderately conservative risk profiles. The fund is classified within the 'Moderately Conservative Allocation' category, emphasizing capital preservation while allowing for moderate growth potential. With a broad sector exposure that includes information technology, financials, industrials, and healthcare, and over 21 underlying holdings, the fund maintains diversification across asset classes and economic sectors. Managed since 1996, it serves as a core allocation vehicle for individuals and institutions seeking a professionally managed, blended portfolio solution within a single investment option.
Fund Family Franklin Templeton Investments
Category Allocation--30% to 50% Equity
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FTCIX
Share Class Class A
Index Bloomberg Multiverse TR USD Unhedged
FTCIX had a total return of 6.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.76%.
