FMTZX Mutual Fund

FMTZX Mutual Fund (Franklin Moderate Allocation Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $61.6M in net assets. FMTZX expense ratio is 0.58%, holding 25 positions across sectors including Financials. Inception date: 2005-12-01.

FMTZX performance shows a YTD return of 6.32%. The 1-year return is 14.56% and the 5-year return is 6.54%. FMTZX dividend yield stands at 2.37%, paid quarterly.

FMTZX 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 FMTZX holdings, FMTZX sectors, or FMTZX dividends.

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