The three funds in the Franklin Allocator series—Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation—have undergone notable changes in recent years, substantially lowering costs while modestly improving the lineup of underlying funds. But questionable holdings remain, and the team’s leaders lack a long record of making tactical calls here, warranting a Morningstar Analyst Rating of Neutral across all share classes.
NAV / 1-Day Return
16.33 / 0.12 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--70% to 85% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis FGTIX
Will FGTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.