FCAZX Mutual Fund

FCAZX Mutual Fund (Franklin Corefolio Allocation Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $46.5M in net assets. FCAZX expense ratio is 0.74%, holding 5 positions across sectors including Financials. Inception date: 2003-08-15.

FCAZX performance shows a YTD return of 7.07%. The 1-year return is 9.53% and the 5-year return is 7.32%. FCAZX dividend yield stands at 0.76%.

FCAZX top holdings include Franklin Growth Fund (25.5%), Templeton Growth Fund Inc (25.0%), Franklin Growth Opportunities Fund, Class R6 (24.9%), Fmsf-Franklin Mutual Shares Fund (24.5%), Ift - Money Market Port (0.1%). Go to all FCAZX holdings, FCAZX sectors, or FCAZX dividends.

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