Effective 5/1/19, this fund made changes to its glide path and asset allocation. Additionally, the fund revised its fee waiver and expense reimbursement arrangements to include acquired fund fees and expenses, which is likely to result in lower fund net expense ratios. The fund’s managers believe these changes will help make the fund more competitive. Please see the prospectus supplement for more information. If you have questions, please contact your financial advisor or Shareholder Services.
Beginning on 10/19/18, Class C shares held for 10 years or more will automatically convert to Class A shares. Thereafter, Class C shares held for 10 years or more will automatically convert to Class A shares on a monthly basis. This conversion allows shareholders to take advantage of the lower expenses offered by Class A shares. Please see the prospectus supplement for more information. If you have any questions, please contact your financial advisor or call Franklin Templeton.
Effective 9/10/18, certain sales charges and commissions paid to dealers on Class A and A1 shares of our mutual funds changed. Please see the prospectus supplement for more information. If you have additional questions, please contact your financial advisor or call Franklin Templeton.
Read important information about results and other investment disclosures
Month EndAs of |
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since InceptionInception |
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Fund without Sales Charge (%) (NAV) | |||||
Fund with Sales Charge (%) (POP) | |||||
Blended Benchmark (%) | |||||
MSCI All Country World Index (%) | |||||
Bloomberg Barclays Multiverse Index (%) |
Quarter EndAs of |
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since InceptionInception |
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Fund without Sales Charge (%) (NAV) | |||||
Fund with Sales Charge (%) (POP) | |||||
Blended Benchmark (%) | |||||
MSCI All Country World Index (%) | |||||
Bloomberg Barclays Multiverse Index (%) |
Read important information about results and other investment disclosures
Month EndAs of |
1 YR | 3 YR | 5 YR | 10 YR | |
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Fund without Sales Charge (%) (NAV) | Before Shares Sold | ||||
Fund without Sales Charge (%) (NAV) | After Shares Sold | ||||
Fund with Sales Charge (%) (POP) | Before Shares Sold | ||||
Fund with Sales Charge (%) (POP) | After Shares Sold |
Quarter EndAs of |
1 YR | 3 YR | 5 YR | 10 YR | |
---|---|---|---|---|---|
Fund without Sales Charge (%) (NAV) | Before Shares Sold | ||||
Fund without Sales Charge (%) (NAV) | After Shares Sold | ||||
Fund with Sales Charge (%) (POP) | Before Shares Sold | ||||
Fund with Sales Charge (%) (POP) | After Shares Sold |
Read important information about results and other investment disclosures
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
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Fund without Sales Charge (%) (NAV) | ||||||||||
Fund with Sales Charge (%) (POP) | ||||||||||
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Read important information about results and other investment disclosures
Month EndAs of |
3 Month | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Inception
since |
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Fund without Sales Charge (%) (NAV) | |||||||
Fund with Sales Charge (%) (POP) | |||||||
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Quarter EndAs of |
3 Month | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Inception
since |
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Fund without Sales Charge (%) (NAV) | |||||||
Fund with Sales Charge (%) (POP) | |||||||
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3 YR | 5 YR | 10 YR | |
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Standard Deviation (Fund) | |||
Standard Deviation ( |
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Alpha | |||
Beta | |||
Sharpe Ratio | |||
Information Ratio | |||
Tracking Error | |||
R-Squared |
3 YR | 5 YR | 10 YR | |
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Correlation Coefficient | |||
Beta Bull | |||
Beta Bear | |||
Bull Bear Capture Ratio | |||
Gains/Losses |
Gross Expense Ratio |
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Net Expense Ratio [further-information] |
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Max Initial Sales Charge |
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CDSC | — |
Beta |
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Alpha |
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Sharpe Ratio |
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R-Squared |
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Standard Deviation |
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A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.