Unlock stock picks and a broker-level newsfeed that powers Wall Street.
NasdaqGM - Delayed Quote USD

Franklin Moderate Allocation C (FTMTX)

14.15
-0.56
(-3.81%)
At close: April 4 at 8:03:51 PM EDT
Loading Chart for FTMTX
  • Previous Close 14.71
  • YTD Return -0.36%
  • Expense Ratio 1.59%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.6B
  • Beta (5Y Monthly) 0.95
  • Yield 1.44%
  • 5y Average Return --
  • Holdings Turnover 37.85%
  • Last Dividend 0.04
  • Inception Date May 1, 2013

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.

Franklin Templeton Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.6B

Net Assets

2013-05-01

Inception Date

Performance Overview: FTMTX

View More

Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

FTMTX
0.36%
Category
9.69%
 

1-Year Return

FTMTX
4.30%
Category
27.06%
 

3-Year Return

FTMTX
3.72%
Category
11.00%
 

5-Year Return

FTMTX
8.29%
Category
10.26%
 

People Also Watch

Holdings: FTMTX

View More

Sector Weightings

SectorFTMTX
Technology   26.53%
Healthcare   13.06%
Industrials   11.98%
Energy   2.73%
Utilities   1.91%
Real Estate   1.47%

Recent News: FTMTX

View More

Research Reports: FTMTX

View More

Top Mutual Funds