Advertisement
Skip to Content
Morningstar

Franklin Moderate Allocation Advisor FMTZX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.56  /  0.89 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.52%
  • Turnover 44%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis FMTZX

Will FMTZX 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 FMTZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FMTZX 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 FMTZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The Departure of a Team Member Doesn't Affect the Ratings of the Franklin Allocator Funds

Senior Analyst

Analyst Note

|

Unlock our full analysis with Morningstar Investor