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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FTMRX | Category Average | FTMRX | Category Average | FTMRX | Category Average | |
| Alpha | 0.3 | -0.01 | 0.2 | -0.01 | -0.51 | -0 |
| BETA | 0.96 | 0.01 | 0.97 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.76 | 0.01 | 0.49 | 0.01 |
| R-squared | 96.46 | 0.93 | 96.24 | 0.92 | 96.22 | 0.92 |
| Standard Deviation | 12.22 | 0.13 | 11.44 | 0.1 | 10.14 | 0.09 |
| Sharpe Ratio | 0.03 | 0.01 | 0.56 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -0.41 | 0.09 | 6.22 | 0.09 | 3.56 | 0.07 |
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