Franklin Growth Allocation Fund Class R (FGTRX) Research
The fund's primary objective is to generate the highest possible long-term total return. It operates as a "fund of funds," meaning it largely invests in other investment vehicles, predominantly mutual funds and exchange-traded funds (ETFs) from Franklin Templeton and Legg Mason. While the general asset allocation strategy targets an 80% exposure to equity funds and 20% to fixed-income funds, these proportions are subject to change by the investment manager without shareholder consent, and the actual allocation may fluctuate by up to 10% from these established guidelines.
Market snapshot
- Symbol
- FGTRX
- Price
- $23.27
- Day change
- +1.09%
- Market cap
- $1.6B
- 52-week range
- 19.76-23.37
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- MFS Blended Research International Equity Fund - Class A (BRXAX)
- Blackrock Municipal 2030 Target Term Trust (BTT)
- BNY Mellon MidCap Index Fund Class I (DMIDX)
- Allspring Disciplined U.S. Core Fund Admin Class (EVSYX)
- Royce Premier Fund Service Class (RPFFX)
- Royce Opportunity Fund Service Class (RYOFX)
- Schwab Target 2030 Index Fund Institutional Shares (SWYEX)
- Schwab Target 2040 Index Fund Institutional Shares (SWYGX)
Open Franklin Growth Allocation Fund Class R (FGTRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.