FMTZX Mutual Fund
FMTZX Mutual Fund
Franklin Moderate Allocation Fund Advisor Class
FMTZX Mutual Fund Overview
FMTZX Mutual Fund (Franklin Moderate Allocation Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $61.6M in net assets. FMTZX expense ratio is 0.60%, holding 25 positions across sectors including Unknown, Other, Financials. Inception date: 2005-12-01.
FMTZX performance shows a YTD return of 6.94%. The 1-year return is 19.17% and the 5-year return is 7.71%. FMTZX dividend yield stands at 1.89%, paid quarterly.
FMTZX 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 FMTZX holdings, sector breakdown, or dividend history.
FMTZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMTZX alternatives are available via the screener, along with tax-loss harvesting opportunities.