About FMTIX
Franklin Moderate Allocation Fund Class A is a balanced mutual fund designed to achieve a moderate level of risk and return by diversifying across multiple asset classes. Its primary function is to seek the highest possible long-term total return that is consistent with a moderate risk profile, making it suitable for investors with an intermediate investment horizon. The fund operates as a “fund of funds,” meaning it invests mainly in other mutual funds and ETFs primarily from Franklin Templeton and affiliates, as well as select third-party funds. The typical asset allocation targets approximately 60% in equities and 40% in fixed income, although actual allocations may vary by up to 10% depending on market conditions.
The fund’s portfolio spans major sectors such as information technology, financials, industrials, and health care, while its fixed-income exposure aims to offer income and help manage volatility. With a track record dating back to 1996, a diversified portfolio of roughly 21 holdings, and over $1.6 billion in assets, Franklin Moderate Allocation Fund Class A serves a pivotal role within the moderate allocation category—balancing growth potential with income generation for investors seeking neither aggressive nor ultra-conservative strategies.
Fund Family Franklin Templeton Investments
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FMTIX
Share Class Class A
Index MSCI AC World NR USD
FMTIX had a total return of 14.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.51%.
