Franklin Templeton Founding All AFFALX

Morningstar Rating

Fund Research and Analysis

by John Coumarianos

Franklin Templeton Founding Allocation is still not equal to the sum of its parts.

This fund is composed in equal parts of funds representing the three main prongs of the Franklin Templeton stock-funds lineup: Mutual Shares TESIX, Templeton Growth TEPLX, and Franklin Income FKINX. Read more

Kudos

Underlying funds provide access to strong management. Read more

Risks

Investors can own the underlying funds separately at a lower cost.

Not as broadly diversified as some funds of funds. Read more

Strategy

Manager Tony Coffey rebalances this fund daily to keep its assets equally divided among three Franklin Templeton funds: Franklin Income, Mutual Shares, and Templeton Growth. Each of the underlying portfolios is led by a team of experienced managers with solid track records. Read more

Management

Tony Coffey is responsible for keeping the fund's daily assets evenly divided among Franklin Income, Mutual Shares, and Templeton Growth. Coffey joined Franklin Templeton in 1989 and is responsible for all the fund of funds offerings at the firm. Read more

Inside Scoop

This fund brings together three solid offerings from Franklin Templeton Investments. Manager Tony Coffey keeps the assets equally allocated across Franklin Income, Mutual Shares, and Templeton Growth. Read more

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