QLMADX

About QLMADX

Franklin Templeton Moderately Aggressive Model Portfolio Class II is a multi-asset mutual fund designed to pursue capital appreciation through a diversified mix of underlying equity and fixed income mutual funds. It applies a moderately aggressive allocation strategy, typically investing between 60% and 70% of its assets in equity funds, with the remainder in fixed income investments. The model incorporates significant exposures to U.S. large cap value and growth equities, as well as allocations to small- and mid-cap equities, balancing the potential for growth with risk mitigation. The portfolio is constructed and managed by Franklin Templeton’s investment professionals, leveraging a disciplined selection process to align with the goals and risk tolerance typical of investors seeking greater growth potential than conservative or balanced strategies, but with less volatility than fully aggressive portfolios. It plays a notable role as a core holding in diversified investment strategies, particularly for investors with medium- to long-term horizons who desire a balanced approach between growth and capital preservation.