NasdaqGM - Delayed Quote USD

Franklin Growth Allocation R6 (FTGMX)

21.30
-0.22
(-1.02%)
At close: 8:01:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.27%
5y Average Return 10.01%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Jun 6, 2025) 22.30%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 22.30%
Worst 3Y Total Return 3.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTGMX
Category
YTD
3.94%
11.35%
1-Month
4.56%
0.99%
3-Month
1.20%
5.92%
1-Year
10.54%
32.83%
3-Year
10.39%
11.75%
5-Year
10.57%
11.53%
10-Year
8.07%
8.98%
Last Bull Market
14.20%
17.67%
Last Bear Market
-13.05%
-15.71%

Annual Total Return (%) History

Year
FTGMX
Category
2025
--
--
2024
15.52%
--
2023
18.01%
--
2022
-16.92%
--
2021
16.85%
--
2020
15.06%
13.51%
2019
22.30%
21.35%
2018
-6.07%
-7.93%

2017
19.90%
15.80%
2016
5.77%
7.93%
2015
-1.27%
-2.77%
2014
5.38%
5.71%
2013
--
21.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.89% -- -- --
2024 8.40% 2.22% 5.23% -0.93%
2023 5.83% 4.64% -3.34% 10.24%
2022 -6.32% -13.05% -5.36% 7.77%
2021 3.80% 6.48% -0.74% 6.52%
2020 -16.16% 16.44% 7.05% 10.09%
2019 11.29% 3.11% 0.37% 6.19%
2018 0.43% 0.61% 4.50% -11.05%
2017 6.31% 3.91% 4.47% 3.89%
2016 -0.15% 1.51% 4.31% 0.04%

2015 2.97% -0.35% -7.04% 3.50%
2014 1.28% 3.58% -1.42% 1.90%
2013 7.38% 6.89% -- --

Rank in Category (By Total Return)

YTD 12
1-Month 30
3-Month 11
1-Year 24
3-Year 17
5-Year 41

Load Adjusted Returns

1-Year 10.54%
3-Year 10.39%
5-Year 10.57%
10-Year 8.07%

Performance & Risk

YTD Return 5.27%
5y Average Return 10.01%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Franklin Templeton Investments
Net Assets 1.38B
YTD Return 3.94%
Yield 1.81%
Morningstar Rating
Inception Date Dec 01, 2005

Fund Summary

The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the fund's assets among the broad asset classes: 80% equity funds; and 20% fixed-income funds. These percentages may be changed from time to time by the fund's investment manager without the approval of shareholders, and may vary up to 10% from these percentages of fund assets.

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