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Franklin Moderate Allocation R FTMRX

Analyst rating as of
NAV / 1-Day Return
12.99  /  0.62 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Fee Level
Below Average
Longest Manager Tenure
10.50 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.52%
Turnover

Morningstar’s Analysis

Will FTMRX outperform in future?

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

Recent changes to this target-risk series have been positive, but it’s still not compelling.

Senior Analyst

Summary

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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, with the most recent ones substantially lowering costs and improving the lineup of underlying funds. But an evolving team with a short record of making tactical calls warrant a Morningstar Analyst Rating of Neutral.

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