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FTCZX Franklin Conservative Allocation Advisor

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Fund FTCZX Franklin Conservative Allocation Advisor AOM iShares Core Moderate Allocation FFANX Fidelity Asset Manager® 40%  
Similarity
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100% 86% 89%
Annual Fees
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$104.75
(1.01% Exp. Ratio)
$25.93
(0.25% Exp. Ratio)
$57.04
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$21,985.95 $27,656.21 $25,266.73
Est. savings over 30 yrs +$5,670.26 +$3,280.79
Return
As of 11/30/16
1 YR RETURN 1.71%
3 YR 2.09%
5 YR 4.69%
10 YR 4.37%
1 YR RETURN 3.29%
3 YR 2.87%
5 YR 5.37%
10 YR --
1 YR RETURN 3.70%
3 YR 3.62%
5 YR 6.21%
10 YR --
Description
The investment seeks the highest level of long-term total return. The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton mutual funds and exchange traded funds (underlying funds). The investment manager uses the following as a general guide in allocating the fund's assets among the broad asset classes. These percentages may be changed from time to time by the fund's investment manager without the approval of shareholders, and may vary up to 10% from the stated allocations: 60% fixed-income funds; and 40% equity funds.
The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares Underlying Funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Moderate Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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