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Franklin Templeton Growth Target Fund Class C: (MF: FTGTX)
(NASDAQ Mutual Funds) As of Jul 24, 2024 08:00 PM ET
$18.72 USD
-0.33 (-1.73%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.23 | 7 |
| 3 months | 1.78 | 18 |
| 6 months | 10.23 | 7 |
| 1 Year | 17.02 | 15 |
| 3 Year | 3.63 | 24 |
| 5 Year | 8.09 | 32 |
| 10 Year | 6.56 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 111.68 |
| Bear Market (10/07 - 2/09) | -43.00 |
| Bull Market (2/09 - 3/21) | 309.85 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.85 |
| 5 Year | 8.09 |
| 10 Year | 6.56 |
| Since Inception | 6.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.30 | 1.78 | NA | NA |
| 2023 | 5.55 | 4.34 | -3.17 | 9.63 |
| 2022 | -6.60 | -13.29 | -5.58 | 7.44 |
| 2021 | 3.56 | 6.20 | -1.07 | 6.22 |
| 2020 | -16.35 | 16.04 | 6.74 | 9.81 |
| 2019 | 11.00 | 2.81 | 0.11 | 5.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.23 | 16.93 | -17.84 | 15.58 | 13.78 | 20.93 | -7.15 | 18.52 | 4.58 | -2.38 | 4.19 |
| % Total Return Rel to Index | -5.07 | -9.31 | 0.35 | -13.09 | -4.62 | -10.56 | -2.76 | -3.27 | -7.34 | -3.77 | -9.45 |
| % Total Return Rel to Peer | 4.04 | 3.77 | -4.88 | 4.08 | 3.09 | 3.73 | -0.65 | 5.06 | -1.68 | -0.02 | 0.10 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 |
| % Dividends | 0.07 | 0.11 | 0.08 | 0.36 | 0.10 | 0.09 | 0.10 | 0.17 | 0.01 | 0.08 | 0.46 |
| % Yield | 0.37 | 1.03 | 0.54 | 1.61 | 0.52 | 0.48 | 0.55 | 0.85 | 0.05 | 0.45 | 2.40 |
| Capital Gains ($) | 0.00 | 0.36 | 0.59 | 2.37 | 0.79 | 1.76 | 1.25 | 1.10 | 0.32 | 1.08 | 0.14 |
| Expense Ratio | 0.00 | 1.39 | 1.41 | 1.41 | 1.42 | 1.40 | 1.40 | 1.40 | 1.39 | 1.40 | 1.38 |
* 1 = Top 20%, 5 = Bottom 20%