FTCZX Mutual Fund

FTCZX Mutual Fund (Franklin Conservative Allocation Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $41.6M in net assets. FTCZX expense ratio is 0.57%, holding 25 positions across sectors including Financials. Inception date: 2005-12-01.

FTCZX performance shows a YTD return of 4.22%. The 1-year return is 10.61% and the 5-year return is 4.98%. FTCZX dividend yield stands at 2.95%, paid quarterly.

FTCZX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (24.3%), Franklin US Core Equity IU Fund (16.2%), Franklin Liberty Investment Grade Corporate ETF ETF USD Npv Tis A/c #21558 (11.4%), Franklin Liberty U.S. Treasury Bond ETF (10.2%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (4.4%). Go to all FTCZX holdings, FTCZX sectors, or FTCZX dividends.

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