Franklin Moderate Allocation Fund Quote

FTMTX Fund  USD 15.81  0.04  0.25%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Franklin Moderate is trading at 15.81 as of the 1st of September 2025; that is 0.25 percent increase since the beginning of the trading day. The fund's open price was 15.77. Franklin Moderate has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 3rd of June 2025 and ending today, the 1st of September 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

Moving together with Franklin Mutual Fund

  0.98FBONX American Funds AmericanPairCorr
  0.98FBAFX American Funds AmericanPairCorr
  0.98ABALX American BalancedPairCorr
  0.98BALCX American BalancedPairCorr
  0.98BALFX American BalancedPairCorr
  0.98RLBCX American BalancedPairCorr

Franklin Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Franklin Templeton Investments (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Franklin Moderate Allocation [FTMTX] is traded in USA and was established 1st of September 2025. 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 7.72% with the current yeild of 0.01%, while the total return for the last 3 years was 9.9%.
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
More Details

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.
Bonds Directory
Find actively traded corporate debentures issued by US companies
Fundamental Analysis
View fundamental data based on most recent published financial statements
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios