Franklin Moderate Allocation Fund

Average Annual Total Returns [further-information] As of 12/31/2019

Month EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 12/31/1996
Fund without Sales Charge (%) (NAV) 17.05 8.43 5.48 6.36 6.09
Fund with Sales Charge (%) (POP) 17.05 8.43 5.48 6.36 6.09
Blended Benchmark (%) 19.07 9.69 6.53 7.63 6.50
MSCI All Country World Index (%) 27.30 13.06 9.00 9.37 7.02
Bloomberg Barclays Multiverse Index (%) 7.13 4.41 2.51 2.68
Quarter EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 12/31/1996
Fund without Sales Charge (%) (NAV) 17.05 8.43 5.48 6.36 6.09
Fund with Sales Charge (%) (POP) 17.05 8.43 5.48 6.36 6.09
Blended Benchmark (%) 19.07 9.69 6.53 7.63 6.50
MSCI All Country World Index (%) 27.30 13.06 9.00 9.37 7.02
Bloomberg Barclays Multiverse Index (%) 7.13 4.41 2.51 2.68

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 17.05 -5.04 14.69 4.71 -2.18 3.89 13.97 9.11 -1.73 11.75
Fund with Sales Charge (%) (POP) 17.05 -5.04 14.69 4.71 -2.18 3.89 13.97 9.11 -1.73 11.75
Blended Benchmark (%) 19.07 -5.82 17.62 6.42 -2.22 7.13 14.48 10.66 1.80 9.97
MSCI All Country World Index (%) 27.30 -8.93 24.62 8.49 -1.84 4.71 23.44 16.80 -6.86 13.21
Bloomberg Barclays Multiverse Index (%) 7.13 -1.36 7.69 2.84 -3.29 0.47 -2.19 4.84 5.55 5.84

Cumulative Total Returns [further-information] As of 12/31/2019

Month EndAs of 12/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 12/31/1996
Fund without Sales Charge (%) (NAV) 17.05 17.05 27.47 30.57 85.22 289.43
Fund with Sales Charge (%) (POP) 17.05 17.05 27.47 30.57 85.22 289.43
Blended Benchmark (%) 19.07 19.07 31.94 37.22 108.50 325.66
MSCI All Country World Index (%) 27.30 27.30 44.48 53.85 144.90 375.94
Bloomberg Barclays Multiverse Index (%) 7.13 7.13 13.80 13.18 30.28
Quarter EndAs of 12/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 12/31/1996
Fund without Sales Charge (%) (NAV) 17.05 17.05 27.47 30.57 85.22 289.43
Fund with Sales Charge (%) (POP) 17.05 17.05 27.47 30.57 85.22 289.43
Blended Benchmark (%) 19.07 19.07 31.94 37.22 108.50 325.66
MSCI All Country World Index (%) 27.30 27.30 44.48 53.85 144.90 375.94
Bloomberg Barclays Multiverse Index (%) 7.13 7.13 13.80 13.18 30.28

After-Tax Average Annual Total Returns [further-information] As of 12/31/2019

Month EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 14.57 6.39 3.88 5.11
Fund without Sales Charge (%) (NAV) After Shares Sold 11.64 6.28 4.04 4.85
Fund with Sales Charge (%) (POP) Before Shares Sold 14.57 6.39 3.88 5.11
Fund with Sales Charge (%) (POP) After Shares Sold 11.64 6.28 4.04 4.85
Quarter EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 14.57 6.39 3.88 5.11
Fund without Sales Charge (%) (NAV) After Shares Sold 11.64 6.28 4.04 4.85
Fund with Sales Charge (%) (POP) Before Shares Sold 14.57 6.39 3.88 5.11
Fund with Sales Charge (%) (POP) After Shares Sold 11.64 6.28 4.04 4.85

SALES CHARGE, EXPENSES & FEES As of 05/01/2019 (updated annually)

Gross Expense Ratio 1.39%
Net Expense Ratio [further-information] 1.39%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 12/31/2019 Updated Monthly, based on a 3-year period

Beta 0.96
Alpha -0.84
Sharpe Ratio 0.97
R-Squared 0.94
Standard Deviation 7.04

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • Blended Benchmark
  • MSCI All Country World Index
  • Bloomberg Barclays Multiverse Index