Our Expertise

TYPES OF MUTUAL FUNDS

Mutual funds come in many varieties to meet different investor goals. Most of Franklin Templeton’s funds fall into one of four main asset classes:

Equity

Invest mainly in stocks from a selection of companies. This type of fund may focus on certain sectors (energy, for example) or have a specific investment style.

Fixed Income

Invest mainly in bonds or other debt securities. This type of fund offers investors the potential to earn income, while preserving their initial investment.

Multi-Asset

Invest in a number of asset classes, such as stocks, bonds and money markets. This type of fund offers broad diversification, often associated with pension-style investing.

Alternatives

Invest in a variety of asset classes and strategies. This type of fund offers the potential to reduce volatility and improve portfolio returns.

Smart Beta ETFs

Invest in a suite of rules-based, Smart Beta ETFs. This type of fund is constructed around proven factors of performance that are designed to achieve specific investment outcomes.

Active ETFs

Invest in a range of actively managed ETFs. This type of fund seeks better outcomes by leveraging our investment expertise and fundamental research.