Back to top
Franklin Templeton Moderate Target Fund Advisor Class: (MF: FMTZX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$15.81 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.18 | 53 |
| 3 months | -2.41 | 50 |
| 6 months | 0.75 | 46 |
| 1 Year | 8.23 | 57 |
| 3 Year | 7.15 | 38 |
| 5 Year | 7.88 | 52 |
| 10 Year | 5.96 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 270.79 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.91 |
| 5 Year | 9.43 |
| 10 Year | 6.04 |
| Since Inception | 6.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.12 | NA | NA | NA |
| 2024 | 6.78 | 1.93 | 4.74 | -1.85 |
| 2023 | 5.12 | 3.18 | -2.48 | 8.59 |
| 2022 | -6.13 | -11.24 | -5.11 | 6.28 |
| 2021 | 2.20 | 5.45 | -0.53 | 5.07 |
| 2020 | -12.46 | 13.24 | 5.52 | 7.80 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.18 | 11.90 | 14.86 | -15.97 | 12.64 | 12.77 | 17.73 | -4.60 | 15.16 | 5.26 | -1.66 |
| % Total Return Rel to Index | 5.10 | -13.12 | -11.38 | 2.23 | -16.03 | -5.63 | -13.75 | -0.21 | -6.63 | -6.67 | -3.05 |
| % Total Return Rel to Peer | 0.01 | 1.98 | 1.70 | -3.00 | 1.13 | 2.08 | 0.53 | 1.89 | 1.70 | -1.00 | 0.68 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.06 | 0.39 | 0.31 | 0.20 | 0.45 | 0.25 | 0.32 | 0.37 | 0.33 | 0.15 | 0.28 |
| % Yield | 0.42 | 2.40 | 2.49 | 1.47 | 2.47 | 1.49 | 1.91 | 2.43 | 1.92 | 1.02 | 1.79 |
| Capital Gains ($) | 0.00 | 0.00 | 0.09 | 0.38 | 1.66 | 0.49 | 1.14 | 0.94 | 0.66 | 0.21 | 0.69 |
| Expense Ratio | 0.00 | 0.36 | 0.36 | 0.38 | 0.37 | 0.39 | 0.38 | 0.38 | 0.40 | 0.38 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%