Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Franklin Allocation VIP 2
Release date as of 2024-11-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.15%
Management 0.55%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.55%
Expense Ratio 0.81%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.83%
Waiver Data
Type Date %
ExpenseRatio Contractual 2025-04-30 0.01
  Management
Inception Date: 2007-07-02
Mngr Name Thomas A. Nelson
Mngr Start Date 2019-02-15
Biography
THOMAS NELSON, CFA, CAIA Head of Asset Allocation Portfolio Management Franklin Templeton Investment Solutions Franklin Advisers, Inc. Ft. Lauderdale, Florida, United States Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst
Mngr Name Jacqueline Kenney
Mngr Start Date 2022-10-01
Biography
Jacqueline Hurley, CFA, is a Portfolio Manager and a member of the Portfolio Management Group within QS Investors. Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture. Ms. Hurley holds a B.A. in Computer Science from Colgate University and an M.B.A. in inance and Accounting from University of Michigan, Ross School of Business.
Mngr Name Wylie Tollette
Mngr Start Date 2019-02-28
Biography
Mr. Tollette first joined Franklin Templeton in 1994, left the company in 2014 and rejoined again in 2018.
Investment Advisor(s)
Franklin Advisers, Inc.
Web Site
www.franklintempleton.com
Issuer
Franklin Templeton Investments
Subadvisor(s)
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