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Franklin Moderate Allocation R FTMRX

Analyst rating as of

Morningstar’s Analysis

Will FTMRX outperform in future?

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

The latest changes to this ever-evolving target-risk series are 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, and the most recent ones substantially lowered costs. But it's still not clear the funds are positioned for success. The funds earn Morningstar Analyst Ratings of Neutral across all share classes.

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