FGTZX Mutual Fund

FGTZX Mutual Fund (Franklin Growth Allocation Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $43.3M in net assets. FGTZX expense ratio is 0.58%, holding 24 positions across sectors including Financials. Inception date: 2005-12-01.

FGTZX performance shows a YTD return of 8.37%. The 1-year return is 18.22% and the 5-year return is 8.67%. FGTZX dividend yield stands at 1.75%, paid quarterly.

FGTZX top holdings include Franklin US Core Equity IU Fund (24.9%), Franklin U.S. Equity Index ETF (12.9%), Putnam Lg Cap Value Fund Unt Smut Usd Npv Tis# 42020 (8.9%), Ftetft-franklin Libertyq U.S. Equity ETF ETF USD Npv Tis A/c #25773 (8.3%), Franklin Growth Fund (7.3%). Go to all FGTZX holdings, FGTZX sectors, or FGTZX dividends.

FGTZX can be compared against other funds. Use FGTZX overlap to find shared positions, or FGTZX vs another fund for a side-by-side view. FGTZX alternatives are available via the screener, along with tax-loss harvesting opportunities.