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Investment Manager
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Asset Class
Preliminary capital gain distribution indications based on each fund’s portfolio at a point in time.
Proposed distribution dates for 2023
2023 proposed distribution dates
A document detailing the proposed distribution dates for a specific fund for a calendar year that has been by the fund board.
2024 distribution dates for Franklin, Templeton and Mutual Series Funds
2024 proposed distribution dates for some Franklin Templeton SIMs
This presentation provides a comprehensive overview of 529 plans, myths and facts, tax treatment and advantages, and information specific to the Franklin Templeton 529 College Savings Plan, including special benefits for NJ residents.
A checklist of documents that can provide valuable insights into a plan's goals, needs and history.
An evaluation used to help plan sponsors rate the services of their current financial professional.
A worksheet summarizing all of the services a Financial Professional could offer a 401(k) plan. Allows the Financial Professional to indicate whether he/she wishes to deliver each service once a year, twice a year, quarterly, or just on an as needed" basis."
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Franklin Responsibly Sourced Gold ETF Form 10K
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.