Franklin Conservative Allocation Fund (FTCIX) 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 FTCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTCIX
FTCIX charges 0.63% annually. There are 261 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 | FTCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTCIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTCIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FTCIX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FTCIX vs BWBIX |
Best Risk-Adjusted Alternatives to FTCIX
FTCIX has a PortfoliosLab risk / return rank of 56. There are 334 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 | FTCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FTCIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FTCIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FTCIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FTCIX vs FSRRX |
Top Performing FTCIX Alternatives (YTD)
FTCIX is at 4.18% YTD. There are 422 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 | FTCIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FTCIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FTCIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FTCIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FTCIX vs BRUFX |
Lowest Volatility Alternatives to FTCIX
FTCIX has 6.80% 1-year volatility. There are 149 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 | FTCIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FTCIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FTCIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FTCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FTCIX vs CSTAX |
Lowest Drawdown Alternatives to FTCIX
FTCIX has a 1-year max drawdown of -5.22%. There are 155 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 | FTCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTCIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTCIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTCIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTCIX 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 | FTCIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FTCIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FTCIX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FTCIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FTCIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FTCIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FTCIX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FTCIX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FTCIX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FTCIX vs SHRAX |
Often Compared With FTCIX
Investors most often compare FTCIX with CCLAX, VIMAX, PULS. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FTCIX with Any Fund or Stock
Compare FTCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTCIX with funds that move differently
Franklin Conservative Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTCIX.
Explore FTCIX Diversifiers