FTMRX Mutual Fund
FTMRX Mutual Fund
Franklin Moderate Allocation Fund Class R
FTMRX Mutual Fund Overview
FTMRX Mutual Fund (Franklin Moderate Allocation Fund Class R) is managed by Franklin Templeton Investments (US). FTMRX expense ratio is 1.10%, holding 25 positions across sectors including Unknown, Other, Financials. Inception date: 2002-01-02.
FTMRX performance shows a YTD return of 6.72%. The 1-year return is 18.57% and the 5-year return is 7.18%. FTMRX dividend yield stands at 1.51%, paid quarterly.
FTMRX 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%). View all FTMRX holdings, sector breakdown, or dividend history.
FTMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.