Franklin Corefolio Allocation Fund Class C

Frequently Asked Questions About FTCLX

What does FTCLX invest in?

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.

What is the expense ratio of FTCLX?

Franklin Corefolio Allocation Fund Class C (FTCLX) charges an expense ratio of 1.76%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FTCLX?

Franklin Corefolio Allocation Fund Class C (FTCLX) manages $1.03B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FTCLX actively managed or an index fund?

FTCLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FTCLX launched?

Franklin Corefolio Allocation Fund Class C (FTCLX) launched in August 2003 and is managed by Franklin Templeton.

How has FTCLX performed?

FTCLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.