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Franklin Moderate Allocation R FTMRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.50  /  0.44 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.67%
  • Turnover 33%

Morningstar’s Analysis FTMRX

Will FTMRX outperform in future?

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

Changing leadership.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The team that runs the three funds in the Franklin Allocator series—Franklin Growth Allocation, Franklin Moderate Allocation, and Franklin Conservative Allocation—has seen significant leadership changes of late, as well as overall headcount reduction. In addition, the roster of underlying holdings remains a mixed bag.

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Portfolio Holdings FTMRX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 25
  • % Assets in Top 10 Holdings 78.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

22.60
370,497,283

Franklin U.S. Core Bond ETF

13.04
213,792,559

Franklin Growth R6

9.87
161,749,508

Western Asset Core Plus Bond IS

7.53
123,500,404

Franklin International Core Equity Adv

7.00
114,788,688

Franklin US Large Cap Mltfctr Idx ETF

5.21
85,410,349

ClearBridge Large Cap Value IS

3.98
65,266,094

Franklin U.S. Treasury Bond ETF

3.66
59,961,913

Western Asset Short-Term Bond IS

3.01
49,327,698

Franklin IFT Money Market

2.90
47,480,094
Cash and Equivalents