Franklin Corefolio Allocation Fund Class C (FTCLX) Research

This fund's principal aim is to achieve long-term capital appreciation. It employs a "fund of funds" investment approach, seeking to meet its goal by allocating its assets across a set combination of four specific underlying portfolios: the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund, and Templeton Growth Fund. The strategy dictates a consistent and equal distribution, with approximately 25% of its capital directed to each of these constituent funds. In turn, these underlying investments predominantly focus on equity securities in both domestic (U.S.) and international markets.

Market snapshot

Symbol
FTCLX
Price
$22.12
Day change
+1.24%
Market cap
$1.0B
52-week range
21.51-24.97
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)
  • Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
  • Meeder Muirfield Retail (FLMFX)
  • 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 Class C (FTCLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.