The fund is scheduled to change its name to Franklin Global Allocation Fund, reposition to become a directly managed allocation fund and enter into a new investment management agreement with Franklin Advisers, Inc. In addition, the fund will modify its principal investment strategies and goals. These and other changes are scheduled to be effective on or around February 1, 2021. Future dates are subject to change. Please see the prospectus supplement for more information. If you have questions, please contact your financial professional or call 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 professional 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 professional or call Franklin Templeton.
Total Fund AssetsAs of |
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Net Assets - |
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Total Positions |
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P/B Ratio | — |
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[name] | [value] |
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Equity |
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Fixed Income |
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Cash & Cash Equivalents |
|
[holdings-table-heading] | |
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APPLE INC |
|
AMAZON.COM INC |
|
JPMORGAN CHASE & CO |
|
MERCK & CO INC |
|
MICROSOFT CORP |
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WALT DISNEY CO/THE |
|
BANK OF AMERICA CORP |
|
ELI LILLY AND CO |
|
MEDTRONIC PLC |
|
CVS HEALTH CORP |
|
Performance data represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.