Skip to Content
Morningstar
Get 14 Days Free

Franklin Moderate Allocation R FTMRX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
17.30  /  0.06 %
Total Assets
2.1 Bil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Below Average
Longest Manager Tenure
9.59 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
—
Status
Open
TTM Yield
0.95%
Turnover
44%

USD | NAV as of Aug 02, 2021 | 1-Day Return as of Aug 02, 2021, 10:46 PM GMT+00:00

Premium

Morningstar’s Analysis

Will FTMRX outperform in future?

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

Process Pillar

Unlock Rating

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTMRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

Unlock Rating

The People Pillar is our evaluation of the FTMRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

Unlock Rating

The Parent Pillar is our rating of FTMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Senior Analyst

Summary

| |

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.

Unlock our full analysis with Morningstar Premium

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.