Documents

Fund Literature

  • Fund Fact Sheet - Advisor

    A single-page data sheet describing Franklin Corefolio Allocation Fund's objective, portfolio holdings and performance.

    Literature Code: 670-FF
    Publication Date: 03/21
    Next Update: 06/21

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  • Fund Fact Sheet - A, C

    A single-page data sheet describing Franklin Corefolio Allocation Fund's objective, portfolio holdings and performance.

    Literature Code: 470-FF
    Publication Date: 03/21
    Next Update: 06/21

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Fund Documents

  • Summary Prospectus

    A summarized version of the prospectus explaining the Franklin Corefolio Allocation Fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.

    Literature Code: 470-PSUM
    Publication Date: 05/21
    Next Update: 05/22

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  • A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.

    Literature Code: 470-P
    Publication Date: 05/21
    Next Update: 05/22

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  • A pamphlet supplementing the fund prospectus. It gives detailed descriptions of the fund's activities and operations.

    Literature Code: 470-SAI
    Publication Date: 05/21
    Next Update: 05/22

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  • A discussion of market conditions and fund performance covering the funds' fiscal year, along with a complete list of holdings and detailed financial information.

    Literature Code: FAS2-A
    Publication Date: 02/21
    Next Update: 02/22

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  • Semi-Annual Report

    A discussion of market conditions and fund performance covering the first half of the funds' fiscal year, along with a complete list of holdings and detailed financial information.

    Literature Code: FAS2-S
    Publication Date: 08/20
    Next Update: 08/21

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Additional Sales Resources

  • Account Application Form

    Literature Code: GOF-APP
    Publication Date: 05/21
    Next Update: 05/22

    Open and invest in most funds using this application.

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  • IRA Application Form

    Literature Code: RIRA-APP
    Publication Date: 05/21
    Next Update: 05/22

    Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.

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