Franklin Conservative Allocation Fund (FTCIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTCIX
FTCIX charges 0.63% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FTCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FTCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FTCIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FTCIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FTCIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FTCIX vs MAANX |
Best Risk-Adjusted Alternatives to FTCIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FTCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FTCIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FTCIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FTCIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FTCIX vs PMAIX |
Top Performing FTCIX Alternatives (YTD)
FTCIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FTCIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FTCIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FTCIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FTCIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FTCIX vs CONWX |
Lowest Volatility Alternatives to FTCIX
FTCIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FTCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FTCIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FTCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FTCIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FTCIX vs SICIX |
Lowest Drawdown Alternatives to FTCIX
FTCIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FTCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FTCIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FTCIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FTCIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FTCIX vs SICIX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | FTCIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FTCIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FTCIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FTCIX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FTCIX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FTCIX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FTCIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FTCIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FTCIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FTCIX vs SHAPX |
Often Compared With FTCIX
What investors most often compare with FTCIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Admiral Shares | Mid Cap Blend Equities | 28 | -2.80% | Nov 12, 2001 | FTCIX vs VIMAX | |
| PGIM Ultra Short Bond ETF | Ultrashort Bond | 99 | 0.89% | Apr 5, 2018 | FTCIX vs PULS | |
| Calvert Conservative Allocation Fund | Diversified Portfolio | 45 | -2.81% | Apr 28, 2005 | FTCIX vs CCLAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FTCIX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FTCIX vs TPDAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | FTCIX vs FYMIX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FTCIX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | FTCIX vs EKBAX |
Compare FTCIX with Any Fund or Stock
Compare FTCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.