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NasdaqGM - Delayed Quote USD

Franklin Moderate Allocation R (FTMRX)

14.74
-0.57
(-3.72%)
At close: April 4 at 8:03:51 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.16%
5y Average Return 8.87%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 3, 2025) 17.05%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 17.05%
Worst 3Y Total Return 1.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTMRX
Category
YTD
-0.30%
9.69%
1-Month
-2.72%
0.91%
3-Month
-0.30%
5.21%
1-Year
4.76%
27.06%
3-Year
4.22%
11.00%
5-Year
8.81%
10.26%
10-Year
5.48%
8.34%
Last Bull Market
11.96%
15.58%
Last Bear Market
-11.39%
-12.16%

Annual Total Return (%) History

Year
FTMRX
Category
2025
--
--
2024
11.55%
--
2023
14.12%
--
2022
-16.37%
--
2021
12.05%
--
2020
12.17%
11.72%
2019
17.05%
19.23%
2018
-5.04%
-5.76%

2017
14.69%
13.21%
2016
4.71%
7.34%
2015
-2.18%
-1.93%
2014
3.89%
6.21%
2013
13.97%
16.48%
2012
9.11%
11.72%
2011
-1.73%
-0.11%
2010
11.75%
11.83%
2009
24.37%
24.13%
2008
-21.45%
-28.00%
2007
9.16%
5.99%
2006
11.27%
11.29%
2005
5.73%
5.13%
2004
9.30%
8.86%
2003
22.18%
20.35%
2002
--
-12.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.30% -- -- --
2024 6.15% 1.57% 4.99% -1.46%
2023 4.94% 3.06% -3.35% 9.16%
2022 -6.23% -11.39% -5.18% 6.16%
2021 2.08% 5.30% -0.66% 4.94%
2020 -12.54% 13.03% 5.40% 7.65%
2019 8.99% 2.57% 0.27% 4.42%
2018 0.20% 0.17% 3.44% -8.54%
2017 4.91% 2.83% 3.42% 2.80%
2016 -0.11% 1.42% 3.33% 0.02%

2015 2.18% -0.42% -6.24% 2.54%
2014 1.08% 2.97% -1.35% 1.18%
2013 4.00% -0.83% 5.22% 5.02%
2012 6.52% -3.17% 4.22% 1.50%
2011 2.79% 0.69% -9.48% 4.89%
2010 3.38% -4.70% 7.81% 5.21%
2009 -2.81% 11.24% 11.20% 3.45%
2008 -5.03% -0.37% -7.06% -10.67%
2007 2.43% 4.02% 3.06% -0.60%
2006 5.33% -1.49% 1.52% 5.64%
2005 -1.47% 1.61% 3.50% 2.03%
2004 2.17% -0.66% 0.73% 6.92%
2003 -1.59% 10.54% 3.98% 8.02%
2002 -4.70% -9.45% 4.83% --

Rank in Category (By Total Return)

YTD 51
1-Month 52
3-Month 51
1-Year 60
3-Year 51
5-Year 78

Load Adjusted Returns

1-Year 4.76%
3-Year 4.22%
5-Year 8.81%
10-Year 5.48%

Performance & Risk

YTD Return -2.16%
5y Average Return 8.87%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Franklin Templeton Investments
Net Assets 1.6B
YTD Return -0.30%
Yield 1.87%
Morningstar Rating
Inception Date May 01, 2013

Fund Summary

The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the fund's assets among the broad asset classes: 60% equity funds; and 40% fixed-income funds. These percentages may be changed from time to time by the fund's investment manager without the approval of shareholders, and may vary up to 10% from these percentages of the fund's assets.

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