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Franklin Moderate Allocation A FMTIX

Analyst rating as of

Morningstar’s Analysis

Will FMTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Recent changes to this target-risk series have been positive, but it’s still not compelling.

Senior Analyst


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The three funds in the Franklin Allocator series--Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation--have undergone notable changes in recent years, with the most recent ones substantially lowering costs and improving the lineup of underlying funds. But an evolving team with a short record of making tactical calls warrant a Morningstar Analyst Rating of Neutral.

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