FTMTX Mutual Fund
FTMTX Mutual Fund
FTMTX Mutual Fund
Franklin Moderate Allocation Fund Class C
FTMTX Mutual Fund Overview
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 6.30%. FTMTX dividend yield stands at 1.53%, paid quarterly.
FTMTX 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 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.