FTMRX Mutual Fund
FTMRX Mutual Fund
FTMRX Mutual Fund
Franklin Moderate Allocation Fund Class R
FTMRX Mutual Fund Overview
FTMRX Mutual Fund (Franklin Moderate Allocation Fund Class R) is managed by Franklin Templeton Investments (US). FTMRX expense ratio is 1.07%, holding 25 positions across sectors including Financials. Inception date: 2002-01-02.
FTMRX performance shows a YTD return of 6.04%. The 1-year return is 13.97% and the 5-year return is 6.79%. FTMRX dividend yield stands at 1.91%, paid quarterly.
FTMRX 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 FTMRX holdings, FTMRX sectors, or FTMRX dividends.
FTMRX can be compared against other funds. Use FTMRX overlap to find shared positions, or FTMRX vs another fund for a side-by-side view. FTMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.