Franklin Moderate Allocation Fund Quote
| FMTZX Fund | USD 16.23 0.01 0.06% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Franklin Moderate is trading at 16.23 as of the 28th of November 2024; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 16.24. Franklin Moderate has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Moderate Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is a fund of funds meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the funds assets among the broad asset classes 60 percent equity funds and 40 percent fixed-income funds. More on Franklin Moderate Allocation
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Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Update Date | 30th of September 2024 |
Franklin Moderate Allocation [FMTZX] is traded in USA and was established 28th of November 2024. Franklin Moderate is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 2.08 B in assets under management (AUM) with minimum initial investment of 100 K. Franklin Moderate is currently producing year-to-date (YTD) return of 13.77% with the current yeild of 0.02%, while the total return for the last 3 years was 3.44%.
Check Franklin Moderate Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Moderate Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Moderate Allocation Mutual Fund Constituents
| FDTRX | Franklin Dynatech Fund | Mutual Fund | Large Growth | |
| WAPSX | Western Asset E | Mutual Fund | Intermediate Core-Plus Bond | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| SPYV | SPDR Portfolio SP | Etf | Large Value | |
| SCHP | Schwab TIPS ETF | Etf | Inflation-Protected Bond | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| LMLSX | Clearbridge Large Cap | Mutual Fund | Large Value | |
| FTTRX | Templeton Global Total | Mutual Fund | Nontraditional Bond |
Franklin Moderate Risk Profiles
| Mean Deviation | 0.3412 | |||
| Semi Deviation | 0.4178 | |||
| Standard Deviation | 0.4465 | |||
| Variance | 0.1994 |
Franklin Moderate Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Moderate financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Moderate security.
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