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 257 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 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FTCIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FTCIX vs BWBIX |
Best Risk-Adjusted Alternatives to FTCIX
FTCIX has a PortfoliosLab risk / return rank of 61. There are 260 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 | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | FTCIX vs EKBAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | FTCIX vs FIQDX |
Top Performing FTCIX Alternatives (YTD)
FTCIX is at 4.96% YTD. There are 369 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 37.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 37.09% | — | Jan 1998 | FTCIX vs EKBAX | |
| Greenspring Fund | 21.22% | — | Jun 1983 | FTCIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | FTCIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | FTCIX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | FTCIX vs BLNDX |
Lowest Volatility Alternatives to FTCIX
FTCIX has 6.19% 1-year volatility. There are 141 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | FTCIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FTCIX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | FTCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | FTCIX vs CSTAX |
Lowest Drawdown Alternatives to FTCIX
FTCIX has a 1-year max drawdown of -5.22%. There are 158 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | FTCIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | FTCIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | FTCIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | FTCIX vs FSRRX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 20 | 12.20% | — | Jan 1968 | FTCIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 36 | 2.82% | — | May 1969 | FTCIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 84 | 4.75% | — | — | FTCIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 25 | 6.28% | — | Apr 1948 | FTCIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.39% | — | Jun 2011 | FTCIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 30 | 5.63% | — | Jan 1987 | FTCIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 9 | 4.27% | — | Aug 1997 | FTCIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 2.93% | — | Oct 1983 | FTCIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 90 | 5.29% | — | Aug 1997 | FTCIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 32 | 5.26% | — | Mar 1970 | FTCIX vs SHAPX |
Often Compared With FTCIX
Investors most often compare FTCIX with CCLAX, VIMAX, PULS. These 18 comparison targets span 4 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