Franklin Moderate Allocation Fund Quote

FMTIX Fund  USD 15.94  0.11  0.69%   

Performance

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Odds Of Distress

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Franklin Moderate is trading at 15.94 as of the 24th of March 2025; that is 0.69% up since the beginning of the trading day. The fund's open price was 15.83. Franklin Moderate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
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. Franklin Templeton is traded on NASDAQ Exchange in the United States. More on Franklin Moderate Allocation

Franklin Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Franklin Templeton Investments, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Franklin Moderate Allocation [FMTIX] is traded in USA and was established 24th of March 2025. Franklin Moderate is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 1.62 B in assets under management (AUM) with no minimum investment requirementsFranklin Moderate is currently producing year-to-date (YTD) return of 0.64% with the current yeild of 0.02%, while the total return for the last 3 years was 4.95%.
Check Franklin Moderate Probability Of Bankruptcy

Instrument Allocation

Top Franklin Moderate Allocation Mutual Fund Constituents

FDTRXFranklin Dynatech FundMutual FundLarge Growth
FLIAFranklin Liberty InternationalEtfGlobal Bond-USD Hedged
WAPSXWestern Asset EMutual FundIntermediate Core-Plus Bond
VOOVanguard SP 500EtfLarge Blend
SPYVSPDR Portfolio SPEtfLarge Value
SCHPSchwab TIPS ETFEtfInflation-Protected Bond
QQQInvesco QQQ TrustEtfLarge Growth
LMLSXClearbridge Large CapMutual FundLarge Value
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Franklin Moderate Risk Profiles

Franklin Moderate Against Markets

Other Information on Investing in Franklin Mutual Fund

Franklin Moderate financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Moderate security.
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