Fund Description

Franklin Founding Funds Allocation Fund seeks capital appreciation through a diversified, value oriented approach — investing in a fixed allocation of three Franklin Templeton mutual funds that specifically target stock and bonds trading at a discount to their true worth. The fund seeks income as a secondary goal.

Strategy Statement

"As a result of the value-driven strategies utilized by its underlying funds, the fund seeks to provide growth over the long term while offering diversification that can help reduce overall risk. "

Management

Thomas Nelson, CFAμ116297

Thomas Nelson, CFAμ116297

  • Joined Franklin Templeton in 2007
  • Managed Fund Since 2019
May Tong, CFAμ157555

May Tong, CFAμ157555

  • Joined Franklin Templeton in 2018
  • Managed Fund Since 2019