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Franklin Moderate Allocation Age 15 - 16 Years 529 Portfolio

Effective November 18, 2024, this 529 plan portfolio reorganized into Franklin Target 2026 529 Portfolio. Please contact your financial professional with any questions.

Overview

Investment Overview

As the beneficiary ages, assets are periodically transferred to the next portfolio within the risk track, which invests a greater portion in more conservative, income-seeking investments (such as bond and money market funds and debt-oriented exchange traded funds).

Performance

Pricing

Pricing History Chart

       

Documents

Documents not Available

Risks

What Are The Risks?

All investments involve risks, including possible loss of principal. Investments in underlying funds are subject to the same risks as, and indirectly bear the fees and expenses of, the underlying funds. Equity securities are subject to price fluctuation and possible loss of principal. Fixed income securities involve interest rate, credit, inflation and reinvestment risks, and possible loss of principal. As interest rates rise, the value of fixed income securities falls. Low-rated, high-yield bonds are subject to greater price volatility, illiquidity and possibility of default. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets.

This website is intended for Primerica.