FGTRX Mutual Fund
FGTRX Mutual Fund
Franklin Growth Allocation Fund Class R
FGTRX Mutual Fund Overview
FGTRX Mutual Fund (Franklin Growth Allocation Fund Class R) is managed by Franklin Templeton Investments (US) with $73.1M in net assets. FGTRX expense ratio is 1.10%, holding 24 positions across sectors including Unknown, Other, Financials. Inception date: 2002-01-02.
FGTRX performance shows a YTD return of 8.72%. The 1-year return is 23.00% and the 5-year return is 9.50%. FGTRX dividend yield stands at 1.22%, paid quarterly.
FGTRX 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%). View all FGTRX holdings, sector breakdown, or dividend history.
FGTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FGTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.