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Franklin Moderate Allocation A FMTIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
17.29  /  0.35 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Low
Longest Manager Tenure
9.57 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
—
Status
Open
TTM Yield
1.20%
Turnover
44%

USD | NAV as of Jul 27, 2021 | 1-Day Return as of Jul 27, 2021, 10:57 PM GMT+00:00

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Morningstar’s Analysis

Will FMTIX outperform in future?

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

Process Pillar

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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

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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

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

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

Senior Analyst

Summary

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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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