EF

EQ/Franklin Growth Allocation

Mutual Fund
EQ/Franklin Growth Allocation
Last update 2022-11-30 7 Stocks (0 new)
Value $65.00 Mil Turnover 7 %
Countries:
Top Holdings: VCIT(36.93%)IEFA(17.22%)SPY(16.61%)IVV(16.59%)EFA(6.72%)
Summary Stock Picks Current Portfolio
EQ/Franklin Growth Allocation Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
314,887
23,830.7
+10.76%
36.930
+3.59%
0.060
+4.31%
+4.56%
52,957.1
 
IEFA
iShares Core MSCI EAFE ETF
210,989
11,112.8
+9.76%
17.220
+1.53%
0.010
+15.26%
+20.32%
142,203.0
 
SPY
S&P 500 ETF TRUST ETF
30,012
10,719.7
+3.90%
16.610
+0.62%
0.000
+17.14%
+7.04%
641,384.0
 
IVV
iShares Core S&P 500 ETF
29,847
10,704.6
+3.81%
16.590
+0.61%
0.000
+17.02%
+7.08%
622,054.4
 
EFA
iShares MSCI EAFE ETF
77,470
4,339.1
+9.72%
6.720
+0.60%
0.010
+14.59%
+19.68%
64,151.4
 
IJH
iShares Core S&P Mid-Cap ETF
57,975
2,542.3
+3.79%
3.940
+0.14%
0.000
+17.05%
+2.42%
96,994.3
 
IWM
iShares Russell 2000 ETF
7,767
1,280.9
+2.67%
1.990
+0.05%
0.000
+20.59%
+0.84%
65,843.7
 

EQ/Franklin Growth Allocation's Historical Top Holdings Breakdowns

EQ/Franklin Growth Allocation Total Holding History ($B)

To

EQ/Franklin Growth Allocation's Asset Allocation

To

EQ/Franklin Growth Allocation Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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EQ/Franklin Growth Allocation's Hypothetical Growth since 2022-09-30

EQ/Franklin Growth Allocation's Yearly Returns

Year Portfolio % % Excess Gain %

EQ/Franklin Growth Allocation's Holdings Heat Map

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EQ/Franklin Growth Allocation's Holdings Bubble Chart

EQ/Franklin Growth Allocation News

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