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 R6FDEVXDiversified Emerging Mkts
27.06%70.860%Below AverageRetirement, Large$1M
Franklin Retirement Advantage 2065 Fund Class A SharesPCJZXTarget-Date 2065
11.80%470.800%AverageFront Load$0
Putnam Mortgage Opportunities Fund Class R6 SharesPMOLXSecuritized Bond - Diversified—7.30%10.500%LowRetirement, Large$500
Franklin Dynamic Asset Allocation Conservative Fund Class R5PACDXConservative Allocation
3.39%280.700%Above AverageRetirement, Large$0
Franklin Dynamic Asset Allocation Conservative Fund Class R6PCCEXConservative Allocation
3.34%290.640%AverageRetirement, Large$0
Franklin Emerging Market Debt Opportunities FundFEMDXEmerging Markets Bond—7.44%31.020%HighRetirement, Large$1M
Franklin Retirement Advantage 2060 Fund Class Y SharesPAKJXTarget-Date 2060
11.62%550.550%Above AverageInstitutional$0
Franklin Global Equity Fund ACFIPXGlobal Large-Stock Blend
13.68%201.220%Above AverageFront Load$1,000
Putnam Large Cap Value Fund Class APEYAXLarge Value
17.34%440.850%Below AverageFront Load$0
Putnam U.S. Research Fund Class YPURYXLarge Blend
16.20%110.490%Below AverageInstitutional$0
Franklin Multi-Asset Income Fund Class CPMICXConservative Allocation
3.39%281.600%Below AverageLevel Load$0
Franklin Retirement Advantage 2035 Fund Class R4 SharesPAFUXTarget-Date 2035
6.64%770.700%HighRetirement, Large$0
Western Asset Intermediate Bond Fund Class ISWABSXIntermediate Core Bond
−0.62%130.460%AverageInstitutional$1M
Putnam Small Cap Growth Fund Class R6PLKGXSmall Growth
6.45%700.760%Below AverageRetirement, Large$0
Franklin California High Yield Municipal Fund Advisor ClassFVCAXMuni California Long—−0.84%240.560%Above AverageNo Load$0
George Putnam Balanced Fund Class R6PGEJXModerate Allocation
9.46%160.560%AverageRetirement, Large$0
Franklin Retirement Advantage 2065 Fund Class Y SharesPCKEXTarget-Date 2065
12.03%390.550%Above AverageInstitutional$0
Franklin LifeSmart 2050 Retirement Target Fund Class R6FRLEXTarget-Date 2050
11.97%240.400%AverageRetirement, Large$1M
Franklin Dynamic Asset Allocation Conservative Fund Class YPACYXConservative Allocation
3.40%270.710%AverageInstitutional$0
Franklin Retirement Advantage 2050 Fund Class Y SharesPHPDXTarget-Date 2050
10.66%690.550%Above AverageRetirement, Large$0
Franklin Retirement Advantage 2065 Fund Class R6 SharesPCKJXTarget-Date 2065
12.10%350.450%AverageRetirement, Large$0
Franklin Retirement Advantage 2040 Fund Class Y SharesPALZXTarget-Date 2040
8.55%720.550%Above AverageInstitutional$0
Franklin Retirement Advantage 2045 Fund Class A SharesPALGXTarget-Date 2045
9.71%750.800%AverageFront Load$0
Franklin U.S. Small Cap Equity Fund ILMSIXSmall Blend
18.67%221.000%Above AverageInstitutional$1M
Franklin California High Yield Municipal Fund Class R6FCAQXMuni California Long—−0.80%220.510%AverageRetirement, Large$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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