FMTIX Mutual Fund

FMTIX Mutual Fund (Franklin Moderate Allocation Fund Class A) is managed by Franklin Templeton Investments (US) with $1.43B in net assets. FMTIX expense ratio is 0.82%, holding 25 positions across sectors including Financials. Inception date: 1996-12-31.

FMTIX performance shows a YTD return of 6.14%. The 1-year return is 14.23% and the 5-year return is 6.27%. FMTIX dividend yield stands at 2.13%, paid quarterly.

FMTIX top holdings include Franklin US Core Equity IU Fund (24.7%), Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (13.8%), Putnam Lg Cap Value Fund Unt Smut Usd Npv Tis# 42020 (6.7%), Franklin Liberty Investment Grade Corporate ETF ETF USD Npv Tis A/c #21558 (6.5%), Ftetft-franklin Libertyq U.S. Equity ETF ETF USD Npv Tis A/c #25773 (6.2%). Go to all FMTIX holdings, FMTIX sectors, or FMTIX dividends.

FMTIX can be compared against other funds. Use FMTIX overlap to find shared positions, or FMTIX vs another fund for a side-by-side view. FMTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.