On Jan. 28, 2025, Franklin Templeton announced a series of personnel changes across a number of its asset-allocation offerings that will also affect Franklin Global Allocation. These include the ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

This tactical-allocation fund remains undifferentiated. Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a ...