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Franklin Moderate Allocation Advisor FMTZX

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%

Morningstar’s Analysis FMTZX

Will FMTZX outperform in future?

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

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

Senior Analyst

Analyst Note

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