Portfolio Statistics


Total Fund AssetsAs of 12/31/2019 (updated monthly) $1,946.5 (M)
Net Assets - Class R6 As of 12/31/2019 (updated monthly) $6.7 (M)
P/B RatioAs of 03/31/2016 (updated monthly) 1.62

Positions As of 12/31/2019

Portfolio Details

Asset AllocationAs of 12/31/2019

[name] [value]
Equity 59.72%
Fixed Income 39.28%
Cash & Cash Equivalents 1.00%

TOP TEN HOLDINGSAs of 12/31/2019

0% 100%
Franklin Liberty U.S. Core Bond ETF 19.69%
Franklin Growth Fund, Class R6 12.60%
Franklin LibertyQ U.S. Equity ETF 11.85%
Franklin U.S. Core Equity (IU) Fund 10.64%
Franklin Low Duration Total Return Fund, Class R6 6.64%
Franklin Rising Dividends Fund, Class R6 6.30%
Franklin International Core Equity (IU) Fund 5.63%
iShares Core U.S. Aggregate Bond ETF 4.41%
Franklin Emerging Market Core Equity (IU) Fund 3.24%
Templeton Global Total Return Fund, Class R6 3.03%