Customizable Hypotheticals
| CONCEPT | APPLICABLE FUNDS |
|---|---|
| A Global Strategy of Stocks and Bonds Shows the growth of an investment using global equity and fixed income funds. |
Templeton Global Bond Franklin Mutual Global Discovery |
| 62 Years of Performance from Templeton Growth Fund Illustrates the growth of an investment using the longest-running global fund in the United States. |
Templeton Growth |
| CONCEPT | APPLICABLE FUNDS |
|---|---|
| Moving Back into Equity Demonstrates the strategy of transferring income into an equity investment over time. |
Templeton Global Bond Templeton Foreign |
| Benefiting from Multi-Manager Expertise Showcases diversification from independent management groups that adhere to different investment approaches. |
Franklin Income Franklin Mutual Shares Templeton Growth |
| Potential for Growth Using growth, value, global and income categories, illustrates the potential benefits of a diversified portfolio. |
Franklin Growth Opportunities Franklin Income Franklin Rising Dividends Templeton Growth Franklin Mutual Shares |
| Anchor Your Portfolio with a Solid Core Equity Strategy Shows diversification into both growth and value style investments across a range of market capitalizations. |
Franklin Growth Opportunities Templeton Growth Franklin Mutual Shares |
| CONCEPT | APPLICABLE FUNDS |
|---|---|
| Invest in Both Bonds and Equity Securities Illustrates rebalancing in a portfolio of income-generating securities and deep-value stocks. |
Franklin U.S. Government Securities Franklin Mutual Shares |
| Power of Habit: How Small Investments Can Add Up Over Time Shows how dollar cost averaging can work with just $150 dollars a month or $5 a day. |
Franklin Income Franklin Mutual Shares Templeton Growth |
| CONCEPT | APPLICABLE FUNDS |
|---|---|
| Income for What's Next: Steady-Need Strategy This strategy has a relatively conservative level of risk as in seeking to support an annual withdrawal strategy to address reliable income needs. It uses a portfolio of five funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually. |
Franklin Total Return Templeton Global Bond Franklin Adjustable U.S. Government Franklin Income Franklin Rising Dividends |
| Income for What's Next: Inflation-Smart Strategy This strategy has a relatively moderate level of risk in seeking to support an annual withdrawal strategy to address anticipated, inflation-sensitive income needs. It uses a portfolio of five funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually. |
Franklin Rising Dividends Franklin Adjustable U.S. Government Securities Franklin Income Franklin Mutual Global Discovery Templeton Global Bond |
| Income for What's Next: Lifestyle-Ready Strategy This strategy has a relatively higher level of risk in seeking to support potentially rising discretionary income needs. It uses a portfolio of four funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually. |
Franklin Rising Dividends Franklin Mutual Global Discovery Franklin Total Return Templeton Global Bond |
| Income for What's Next: Tax-Smart Strategy This strategy seeks to make it easy to draw down on savings to replace income that may also save on taxes. It uses a portfolio of four funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually. |
Franklin Federal Tax Free Income Franklin Federal Intermediate-Term Tax Free Income Franklin Rising Dividends Franklin Mutual Global Discovery |
| CONCEPT | APPLICABLE FUNDS |
|---|---|
| A Strategy for Tax-Free Income Shows how to generate tax-free income using a $20,000 initial investment. |
Franklin High Yield Tax-Free Income |