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Franklin Moderate Allocation R FTMRX Fund Analysis

| Analyst rating as of

Morningstar’s Fund Analysis FTMRX

Will FTMRX outperform in future?

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

This target-risk series’ mediocre underlying holdings have offset solid recent tactical calls.

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, substantially lowering costs while modestly improving the lineup of underlying funds. But questionable holdings remain, and the team’s leaders lack a long record of making tactical calls here, warranting a Morningstar Analyst Rating of Neutral across all share classes.

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