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Ftfa-franklin Templeton Growth Target Fund: (MF: FGTZX)
(NASDAQ Mutual Funds) As of Aug 27, 2024 08:00 PM ET
$20.46 USD
+0.02 (0.10%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.52 | 27 |
| 3 months | 4.82 | 80 |
| 6 months | 9.55 | 35 |
| 1 Year | 15.34 | 16 |
| 3 Year | 4.14 | 22 |
| 5 Year | 9.05 | 25 |
| 10 Year | 7.82 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 376.36 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 18.73 |
| 5 Year | 9.27 |
| 10 Year | 7.68 |
| Since Inception | 9.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.54 | 2.53 | NA | NA |
| 2023 | 5.80 | 4.61 | -2.65 | 9.58 |
| 2022 | -6.36 | -13.09 | -5.32 | 7.71 |
| 2021 | 3.79 | 6.42 | -0.76 | 6.46 |
| 2020 | -16.19 | 16.35 | 7.06 | 10.07 |
| 2019 | 11.28 | 3.10 | 0.31 | 6.16 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.52 | 18.07 | -17.01 | 16.70 | 14.92 | 22.19 | -6.26 | 19.73 | 5.60 | -1.37 | 5.20 |
| % Total Return Rel to Index | -6.18 | -8.17 | 1.19 | -11.98 | -3.47 | -9.29 | -1.87 | -2.05 | -6.33 | -2.76 | -8.43 |
| % Total Return Rel to Peer | 2.39 | 4.91 | -4.04 | 5.19 | 4.24 | 4.99 | 0.23 | 6.27 | -0.67 | 0.97 | 1.12 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.16 | 0.26 | 0.21 | 0.53 | 0.26 | 0.30 | 0.34 | 0.37 | 0.18 | 0.25 | 0.33 |
| % Yield | 0.78 | 1.68 | 1.25 | 2.29 | 1.23 | 1.45 | 1.88 | 1.74 | 0.99 | 1.37 | 1.68 |
| Capital Gains ($) | 0.00 | 0.36 | 0.59 | 2.37 | 0.79 | 1.76 | 1.25 | 1.10 | 0.32 | 1.08 | 0.44 |
| Expense Ratio | 0.00 | 0.39 | 0.41 | 0.41 | 0.42 | 0.40 | 0.40 | 0.40 | 0.40 | 0.40 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%