FTMRX Mutual Fund

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 6.01%. FTMRX dividend yield stands at 1.88%, paid quarterly.

FTMRX 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 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.