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 9.58%. FGTZX dividend yield stands at 1.79%, paid quarterly.

FGTZX top holdings include Franklin US Core Equity IU Fund (23.9%), Franklin U.S. Equity Index ETF (9.8%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (8.7%), Franklin Growth Fund (8.2%), Ftetft-franklin Libertyq U.S. Equity ETF ETF USD Npv Tis A/c #25773 (6.7%). 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.