About FMTZX
Franklin Moderate Allocation Fund Advisor Class is a diversified mutual fund designed to provide a balanced approach between growth and income through a mix of asset classes. Its primary objective is to achieve the highest level of long-term total return consistent with a moderate level of risk, making it suitable for investors with an intermediate investment horizon. The fund operates as a "fund of funds," allocating assets primarily to other Franklin Templeton and select third-party mutual funds and exchange-traded funds. Typically, it maintains a strategic allocation ranging from 50% to 70% in equities, with the remainder invested in fixed income and cash equivalents, offering broad exposure across domestic and international markets. The fund's holdings include U.S. and international equities, investment-grade bonds, and high-yield securities across various sectors such as information technology, financials, and health care. With a quarterly dividend payout and a focus on disciplined asset allocation, the fund aims to balance capital appreciation and income, occupying a core position for investors seeking moderate growth and risk diversification within their portfolios.
Fund Family Franklin Templeton Investments
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FMTZX
Share Class Advisor Class
Index MSCI AC World NR USD
FMTZX had a total return of 10.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.40%.
