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.
- NAV / 1-Day Return 13.50 / 0.44 %
- Total Assets 1.6 Bil
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Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 25
- % Assets in Top 10 Holdings 78.6