FGTZX Mutual Fund
FGTZX Mutual Fund
Franklin Growth Allocation Fund Advisor Class
FGTZX Mutual Fund Overview
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 0.60%, holding 24 positions across sectors including Unknown, Other, Financials. Inception date: 2005-12-01.
FGTZX performance shows a YTD return of 8.98%. The 1-year return is 23.49% and the 5-year return is 9.99%. FGTZX dividend yield stands at 1.44%, 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%). View all FGTZX holdings, sector breakdown, or dividend history.
FGTZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FGTZX alternatives are available via the screener, along with tax-loss harvesting opportunities.