Franklin Growth Allocation Fund (FGTIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FGTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGTIX
FGTIX charges 0.66% annually. There are 278 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FGTIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FGTIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FGTIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FGTIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FGTIX vs BWBIX |
Best Risk-Adjusted Alternatives to FGTIX
FGTIX has a PortfoliosLab risk / return rank of 65. There are 247 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FGTIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FGTIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FGTIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FGTIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FGTIX vs FSRRX |
Top Performing FGTIX Alternatives (YTD)
FGTIX is at 8.23% YTD. There are 153 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FGTIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FGTIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FGTIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FGTIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FGTIX vs BRUFX |
Lowest Volatility Alternatives to FGTIX
FGTIX has 11.34% 1-year volatility. There are 437 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FGTIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FGTIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FGTIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FGTIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FGTIX vs CSTAX |
Lowest Drawdown Alternatives to FGTIX
FGTIX has a 1-year max drawdown of -8.16%. There are 447 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FGTIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FGTIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FGTIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FGTIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FGTIX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | FGTIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FGTIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FGTIX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FGTIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FGTIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FGTIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FGTIX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FGTIX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FGTIX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FGTIX vs SHRAX |
Often Compared With FGTIX
Investors most often compare FGTIX with XDWT.DE, VOO, VGT. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FGTIX with Any Fund or Stock
Compare FGTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGTIX with funds that move differently
Franklin Growth Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGTIX.
Explore FGTIX Diversifiers