About FTMTX
Franklin Moderate Allocation Fund Class C is a balanced mutual fund designed to pursue long-term total returns while maintaining a moderate risk profile. Structured as a fund of funds, it diversifies investments across multiple asset classes, notably equities and fixed income, by allocating capital to underlying Franklin Templeton and select third-party funds. The fund’s strategy is to balance capital preservation with growth, generally maintaining an equity exposure between 50% and 70%, and supplementing with bonds and cash for diversification. Its holdings span domestic and international equities, core and high-yield bonds, and U.S. Treasuries, reflecting sector weights in information technology, financials, industrials, and health care, among others. This multi-asset approach provides exposure to both U.S. and global markets, supporting the fund’s objective of achieving steadier returns through varying market cycles. Since its inception in 1996, the fund has served investors seeking a single, professionally managed portfolio with a moderate allocation that combines income generation with capital appreciation potential, underscored by quarterly dividend distributions and broad diversification across sectors and regions.
Fund Family Franklin Templeton Investments
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FTMTX
Share Class Class C
Index MSCI AC World NR USD
FTMTX had a total return of 9.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.67%.
