Franklin Corefolio Allocation Fund Advisor Class (FCAZX) Research

The Franklin Corefolio Allocation Fund Advisor Class aims to achieve capital growth for its investors. It employs a "fund-of-funds" strategy, meaning it seeks to meet its objective by distributing its investments across a predetermined selection of other funds. Specifically, the fund allocates approximately 25% of its assets to each of four underlying portfolios: the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund, and Templeton Growth Fund. These component funds then primarily invest in a combination of U.S. and international equity securities.

Market snapshot

Symbol
FCAZX
Price
$23.46
Day change
+1.25%
Market cap
$1.1B
52-week range
22.62-26.3
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Advisory Flexible Equity Fund Advisor Shs (BAFAX)
  • BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX)
  • Meeder Muirfield Retail (FLMFX)
  • Franklin Corefolio Allocation Fund Class C (FTCLX)
  • BNY Mellon Worldwide Growth Fund, Inc. Class A (PGROX)
  • Touchstone Balanced Fund Class C (SBACX)
  • Touchstone Balanced Fund Class A (SEBLX)
  • Touchstone Balanced Fund Class Y (SIBLX)

Open Franklin Corefolio Allocation Fund Advisor Class (FCAZX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.