MyPlanIQ FRANKLIN TEMPLETON 401K RETIREMENT PLAN

FRANKLIN TEMPLETON 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Conservative Allocation FKINX Franklin Custodian Funds
FIXED INCOME
High Yield Bond FHAIX Franklin High Income Trust: Franklin High Income Fund; Class A Shares
Inflation-Protected Bond FRRAX Franklin Investors Securities Trust: Franklin Real Return Fund; Class A Shares
US EQUITY
MID-CAP VALUE FRBSX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Class A Shares
MID-CAP VALUE FBSAX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Advisor Class Shares
Mid-Cap Growth FGRAX Franklin Strategic Series: Franklin Growth Opportunities Fund; Class A Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Conservative Allocation FKINX Franklin Custodian Funds
FIXED INCOME
High Yield Bond FHAIX Franklin High Income Trust: Franklin High Income Fund; Class A Shares
Inflation-Protected Bond FRRAX Franklin Investors Securities Trust: Franklin Real Return Fund; Class A Shares
US EQUITY
MID-CAP VALUE FRBSX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Class A Shares
MID-CAP VALUE FBSAX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Advisor Class Shares
Mid-Cap Growth FGRAX Franklin Strategic Series: Franklin Growth Opportunities Fund; Class A Shares
Mid-Cap Growth FKARX Franklin Strategic Series: Franklin Growth Opportunities Fund; Class R Shares
LARGE GROWTH FKGRX Franklin Custodian Funds
SMALL VALUE FRMCX Franklin Value Investors Trust: Franklin MicroCap Value Fund; Class A Shares
LARGE BLEND FRDPX Franklin Managed Trust: Franklin Rising Dividends Fund; Class A Shares
LARGE BLEND FRDTX Franklin Managed Trust: Franklin Rising Dividends Fund; Class C Shares
LARGE VALUE FLVAX Franklin Value Investors Trust: Franklin Large Cap Value Fund; Class A Shares
LARGE GROWTH FKCGX Franklin Strategic Series: Franklin Flex Cap Growth Fund; Class A Shares
Total Available Funds: 13
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Conservative Allocation FKINX Franklin Custodian Funds 51% 3 60 0 0.72% 5.56%
FIXED INCOME
High Yield Bond FHAIX Franklin High Income Trust: Franklin High Income Fund; Class A Shares 61% 3 60 0 0.88% 6.09%
Inflation-Protected Bond FRRAX Franklin Investors Securities Trust: Franklin Real Return Fund; Class A Shares 0% 3 60 0 0.89% 0%
US EQUITY
MID-CAP VALUE FRBSX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Class A Shares 93% 3 60 0 1.15% 1.2%
MID-CAP VALUE FBSAX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Advisor Class Shares 73% 3 60 0 1.15% 1.37%
Mid-Cap Growth FGRAX Franklin Strategic Series: Franklin Growth Opportunities Fund; Class A Shares 59% 3 60 0 1.15% 0%
Mid-Cap Growth FKARX Franklin Strategic Series: Franklin Growth Opportunities Fund; Class R Shares 58% 3 60 0 1.15% 0%
LARGE GROWTH FKGRX Franklin Custodian Funds 50% 3 60 0 0.46% 0%
SMALL VALUE FRMCX Franklin Value Investors Trust: Franklin MicroCap Value Fund; Class A Shares 49% 3 60 0 0.99% 0.29%
LARGE BLEND FRDPX Franklin Managed Trust: Franklin Rising Dividends Fund; Class A Shares 26% 3 60 0 0.59% 0.95%
LARGE BLEND FRDTX Franklin Managed Trust: Franklin Rising Dividends Fund; Class C Shares 25% 3 60 0 0.59% 0.22%
LARGE VALUE FLVAX Franklin Value Investors Trust: Franklin Large Cap Value Fund; Class A Shares 0% 3 60 0 1.4% 0.99%
LARGE GROWTH FKCGX Franklin Strategic Series: Franklin Flex Cap Growth Fund; Class A Shares 0% 3 60 0 0.98% 0%
Average Expense Ratio: 0.93%
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Related Retirement Plans
FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN
Model Portfolios

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
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