FTMTX
Franklin Moderate Allocation-C
$14.94
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1687.712M |
| 52 Week High | 14.94 |
| 52 Week Low | 12.192 |
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Key Data
| Symbol | FTMTX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 14.94 |
| Price Yesterday | 14.94 |
| Market Cap | 1,687.71 |
| YTD Return | 8.99% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0159 |
Overview
| 52 Week High | 14.94 |
|---|---|
| 52 Week Low | 12.19 |
| Market Cap | 1,687.71M |
| Shares Outstanding | 112.97M |
| Income Dividend Yield | 1.22% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.22% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 111.37% |
| One Months | 34.73% |
| Three Months | 15.15% |
| Six Months | 21.08% |
| Nine Months | 25.98% |
| One Year | 16.26% |
| Three Years | 2.05% |
| Five Years | 5.94% |
| Ten Years | 5.01% |
| YTD | 18.17% |
| Since Inception | 5.24% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.49% |
| One Month | 2.39% |
| Three Months | 3.53% |
| Six Months | 9.86% |
| Nine Months | 18.68% |
| One Year | 16.25% |
| Three Years | 6.26% |
| Five Years | 33.37% |
| Ten Years | 62.87% |
| YTD | 8.99% |
| Since Inception | 282.19% |
Yearly Returns
| 2024 | 8.99% |
|---|---|
| 2023 | 13.62% |
| 2022 | -16.85% |
| 2021 | 11.56% |
| 2020 | 11.56% |
| 2019 | 16.52% |
| 2018 | -5.53% |
| 2017 | 14.09% |
| 2016 | 4.26% |
| 2015 | -2.69% |
Risk against SP-DA
| Alpha | -5.62% |
|---|---|
| Beta | 0.71 |
| Correlation | 97.62% |
| Downside Deviation | 2.40% |
| Coefficient of determination | 95.31% |
| Standard Deviation | 2.33% |
| Sharpe Ratio | -1.54 |
| Sortino | -5.19 |
| Treynor | 15.39 |
| Ulcer Index | 2.59 |
| Ulcer Performance Index | -4.81 |