Morningstar

Franklin Templeton Mutual Funds

View all of Franklin Templeton’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Franklin Templeton Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 25 of 124 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Templeton Emerging Markets Equity Fund Class ATEDMXDiversified Emerging Mkts
34.42%111.240%Below AverageFront Load$1,000
Franklin Dynamic Asset Allocation Conservative Fund Class R6PCCEXConservative Allocation
2.26%280.640%AverageRetirement, Large$0
Putnam Large Cap Value Fund Class RPEQRXLarge Value
12.91%461.100%AverageRetirement, Medium$0
Putnam U.S. Research Fund Class YPURYXLarge Blend
15.38%110.490%Below AverageInstitutional$0
Templeton Emerging Markets Equity Fund Class R6FDEVXDiversified Emerging Mkts
35.67%100.860%Below AverageRetirement, Large$1M
Franklin Dynamic Asset Allocation Conservative Fund Class YPACYXConservative Allocation
2.33%220.710%AverageInstitutional$0
Franklin Dynamic Asset Allocation Conservative Fund Class R5PACDXConservative Allocation
2.31%220.700%Above AverageRetirement, Large$0
Franklin U.S. Small Cap Equity Fund ILMSIXSmall Blend
17.89%171.000%Above AverageInstitutional$1M
Franklin Multi-Asset Income Fund Class YPMIYXConservative Allocation
3.33%160.600%Below AverageInstitutional$0
Franklin Multi-Asset Income Fund Class CPMICXConservative Allocation
2.39%181.600%Below AverageLevel Load$0
Franklin LifeSmart 2055 Retirement Target Fund Class R6FLSZXTarget-Date 2055
12.89%90.400%AverageRetirement, Large$1M
Franklin Retirement Advantage 2050 Fund Class R4 SharesPAHAXTarget-Date 2050
10.34%730.700%HighRetirement, Large$0
Franklin Retirement Advantage 2065 Fund Class A SharesPCJZXTarget-Date 2065
12.02%330.800%AverageFront Load$0
Franklin Global Equity Fund ACFIPXGlobal Large-Stock Blend
13.90%181.220%Above AverageFront Load$1,000
Putnam Large Cap Value Fund Class CPEQCXLarge Value
12.48%491.600%Below AverageLevel Load$0
Franklin Retirement Advantage 2055 Fund Class R4 SharesPAHFXTarget-Date 2055
11.04%670.700%HighRetirement, Large$0
Franklin Retirement Advantage 2060 Fund Class R3 SharesPAHJXTarget-Date 2060
11.44%620.950%AverageRetirement, Medium$0
Putnam Large Cap Value Fund Class APEYAXLarge Value
13.14%440.850%Below AverageFront Load$0
George Putnam Balanced Fund Class R6PGEJXModerate Allocation
8.28%200.600%AverageRetirement, Large$0
Putnam Small Cap Growth Fund Class R6PLKGXSmall Growth
10.21%550.760%Below AverageRetirement, Large$0
Franklin Retirement Advantage 2040 Fund Class Y SharesPALZXTarget-Date 2040
8.11%780.550%Above AverageInstitutional$0
Franklin Retirement Advantage 2050 Fund Class Y SharesPHPDXTarget-Date 2050
10.58%690.550%Above AverageRetirement, Large$0
Franklin Global Equity Fund ISMYIXGlobal Large-Stock Blend
14.08%180.950%Above AverageInstitutional$1M
Putnam Core Bond Fund Class APTRNXIntermediate Core Bond
−2.77%500.640%LowFront Load$0
Franklin California High Yield Municipal Fund Advisor ClassFVCAXMuni California Long—−3.19%190.560%Above AverageNo Load$0

Franklin Templeton Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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