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Franklin Moderate Allocation A FMTIX

Analyst rating as of
NAV / 1-Day Return
13.58  /  0.37 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Low
Longest Manager Tenure
10.60 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.64%
Turnover

Morningstar’s Fund Analysis FMTIX

Will FMTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This target-risk series’ mediocre underlying holdings have offset solid recent tactical calls.

Senior Analyst

Summary

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The three funds in the Franklin Allocator series—Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation—have undergone notable changes in recent years, substantially lowering costs while modestly improving the lineup of underlying funds. But questionable holdings remain, and the team’s leaders lack a long record of making tactical calls here, warranting a Morningstar Analyst Rating of Neutral across all share classes.

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