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Franklin Moderate Allocation A FMTIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis FMTIX

Will FMTIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FMTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FMTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The prospect of further changes doesn’t inspire confidence.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The multi-asset team leading Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation continues to evolve. The team is attempting its second major integration of an acquired multi-asset team in four years.

by Greg Carlson
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