FTMTX Mutual Fund

FTMTX Mutual Fund (Franklin Moderate Allocation Fund Class C) is managed by Franklin Templeton Investments (US) with $379.4M in net assets. FTMTX expense ratio is 1.57%, holding 25 positions across sectors including Financials. Inception date: 1996-12-31.

FTMTX performance shows a YTD return of 5.75%. The 1-year return is 13.39% and the 5-year return is 5.49%. FTMTX dividend yield stands at 1.50%, paid quarterly.

FTMTX 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 FTMTX holdings, FTMTX sectors, or FTMTX dividends.

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