Portfolio Statistics

Assets

Total Fund AssetsAs of 12/31/2020 (updated monthly) $2,006.6 (M)
Net Assets - Class C As of 10/31/2020 (updated monthly) $270.8 (M)
P/B RatioAs of 03/31/2016 (updated monthly) 1.62

Positions As of 12/31/2020

Portfolio Details

Asset AllocationAs of 12/31/2020

[name] [value]
Equity 64.68%
Fixed Income 33.80%
Cash & Cash Equivalents 1.10%
Alternatives 0.41%

TOP TEN HOLDINGSAs of 12/31/2020

75.51%
Other
0% 100%
[holdings-table-heading]
Franklin Liberty U.S. Core Bond ETF 14.75%
Franklin Growth Fund, Class R6 14.19%
Franklin U.S. Core Equity (IU) Fund 12.89%
Franklin LibertyQ U.S. Equity ETF 10.17%
Franklin Rising Dividends Fund, Class R6 7.25%
Franklin International Core Equity (IU) Fund 5.05%
Franklin Liberty International Aggregate Bond ETF 3.01%
Franklin Liberty U.S. Treasury Bond ETF 2.96%
Franklin Low Duration Total Return Fund, Class R6 2.71%
Franklin Liberty Investment Grade Corporate ETF 2.53%