FTMRX
Franklin Moderate Allocation-R
$14.57
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Balanced |
---|---|
Market Cap | 1642.447M |
52 Week High | 15.17 |
52 Week Low | 12.694 |
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Key Data
Symbol | FTMRX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 14.57 |
Price Yesterday | 14.57 |
Market Cap | 1,642.45 |
YTD Return | 1.95% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.011 |
Overview
52 Week High | 15.17 |
---|---|
52 Week Low | 12.69 |
Market Cap | 1,642.45M |
Shares Outstanding | 112.73M |
Income Dividend Yield | 1.74% |
Long Term Dividend Yield | 0.64% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.38% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -59.03% |
One Months | -27.64% |
Three Months | 7.75% |
Six Months | 27.79% |
Nine Months | 7.66% |
One Year | 10.63% |
Three Years | 1.27% |
Five Years | 5.35% |
Ten Years | 5.12% |
YTD | 6.63% |
Since Inception | 5.79% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -1.75% |
One Month | -2.78% |
Three Months | 1.88% |
Six Months | 12.92% |
Nine Months | 5.72% |
One Year | 10.62% |
Three Years | 3.85% |
Five Years | 29.73% |
Ten Years | 64.63% |
YTD | 1.95% |
Since Inception | 245.26% |
Yearly Returns
2024 | 1.95% |
---|---|
2023 | 14.12% |
2022 | -16.37% |
2021 | 12.06% |
2020 | 12.16% |
2019 | 17.06% |
2018 | -5.05% |
2017 | 14.69% |
2016 | 4.72% |
2015 | -2.18% |
Risk against SP-DA
Alpha | -5.22% |
---|---|
Beta | 0.65 |
Correlation | 96.94% |
Downside Deviation | 2.14% |
Coefficient of determination | 93.97% |
Standard Deviation | 2.29% |
Sharpe Ratio | -1.37 |
Sortino | -5.06 |
Treynor | 8.07 |
Ulcer Index | 2.47 |
Ulcer Performance Index | -4.4 |