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FFARX Franklin Founding Funds Allocation R

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Fund FFARX Franklin Founding Funds Allocation R FBPBX FBP Appreciation & Income Opportunities  
Similarity
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100% 86%
Annual Fees
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$130.89
(1.25% Exp. Ratio)
$113.09
(1.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$27,287.08 $28,732.08
Est. savings over 30 yrs +$1,445.01
Return
As of 12/31/16
1 YR RETURN 13.22%
3 YR 2.85%
5 YR 9.34%
10 YR 3.51%
1 YR RETURN 15.36%
3 YR 3.72%
5 YR 9.46%
10 YR 3.55%
Description
The investment seeks capital appreciation; income is a secondary consideration. 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 Income Fund (33% (1/3)), Franklin Mutual Shares Fund (33% (1/3)) and Templeton Growth Fund (33% (1/3)). These underlying funds, in turn, invest primarily in U.S. and foreign equity securities, and, to a lesser extent, fixed-income and money market securities, each following a value-oriented approach.
The investment seeks long term capital appreciation and current income, assuming a moderate level of investment risk. The fund seeks to achieve its objectives by investing in a portfolio of both equity and fixed income securities. Fixed income securities include corporate debt obligations, U.S. government obligations and shares of ETFs that invest primarily in corporate debt obligations and U.S. government obligations.

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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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