Franklin Corefolio is trading at 23.78 as of the 21st of July 2025; that is 0.04% up since the beginning of the trading day. The fund's open price was 23.77. Franklin Corefolio has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund is a fund to funds meaning that it seeks to achieve its investment goal by investing its assets in a combination of the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund and Templeton Growth Fund on a fixed percentage basis. More on Franklin Efolio Allocation
Franklin Efolio Allocation [FTLQX] is traded in USA and was established 21st of July 2025. Franklin Corefolio is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 781.74 M in assets under management (AUM) with no minimum investment requirementsFranklin Efolio Allo is currently producing year-to-date (YTD) return of 8.8% with the current yeild of 0.01%, while the total return for the last 3 years was 17.04%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Efolio Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Efolio Allocation Mutual Fund Constituents
Other Information on Investing in Franklin Mutual Fund
Franklin Corefolio financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Corefolio security.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance