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Franklin Templeton Conservative Target Fund - Class R: (MF: FTCRX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$14.35 USD
-0.06 (-0.42%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.00 | 65 |
| 3 months | 4.93 | 67 |
| 6 months | 6.00 | 65 |
| 1 Year | 7.87 | 84 |
| 3 Year | 8.13 | 71 |
| 5 Year | 4.84 | 82 |
| 10 Year | 4.26 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 65.02 |
| Bear Market (10/07 - 2/09) | -24.14 |
| Bull Market (2/09 - 3/21) | 158.90 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.87 |
| 5 Year | 4.84 |
| 10 Year | 4.27 |
| Since Inception | 5.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.01 | 4.93 | NA | NA |
| 2024 | 4.33 | 1.31 | 4.48 | -2.60 |
| 2023 | 4.23 | 1.77 | -2.69 | 7.83 |
| 2022 | -6.09 | -9.61 | -4.85 | 4.67 |
| 2021 | 0.59 | 4.22 | -0.46 | 3.43 |
| 2020 | -9.59 | 10.25 | 3.75 | 5.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.00 | 7.57 | 11.31 | -15.46 | 7.94 | 9.00 | 12.97 | -3.68 | 10.23 | 4.18 | -2.48 |
| % Total Return Rel to Index | -0.20 | -17.44 | -14.93 | 2.73 | -20.73 | -9.40 | -18.51 | 0.70 | -11.55 | -7.75 | -3.87 |
| % Total Return Rel to Peer | -0.63 | -2.34 | -1.84 | -2.50 | -3.55 | -1.68 | -4.22 | 2.80 | -3.22 | -2.08 | -0.12 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 4.00 | 5.00 | 1.00 | 4.00 | 5.00 | 4.00 |
| % Dividends | 0.18 | 0.31 | 0.28 | 0.18 | 0.30 | 0.20 | 0.29 | 0.34 | 0.19 | 0.11 | 0.24 |
| % Yield | 1.24 | 2.15 | 2.39 | 1.46 | 1.90 | 1.29 | 1.94 | 2.40 | 1.28 | 0.78 | 1.72 |
| Capital Gains ($) | 0.06 | 0.00 | 0.00 | 0.24 | 0.92 | 0.17 | 0.68 | 0.63 | 0.09 | 0.10 | 0.54 |
| Expense Ratio | 0.00 | 0.86 | 0.86 | 0.88 | 0.87 | 0.88 | 0.88 | 0.88 | 0.88 | 0.88 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%