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 7.32%. FMTZX dividend yield stands at 2.41%, paid quarterly.

FMTZX top holdings include Franklin US Core Equity IU Fund (24.1%), Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (15.1%), Franklin Liberty Investment Grade Corporate ETF ETF USD Npv Tis A/c #21558 (7.1%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (6.6%), Franklin Liberty U.S. Treasury Bond ETF (6.3%). 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.