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Franklin Templeton Moderate Target Fund Class C: (MF: FTMTX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$15.44 USD
+0.09 (0.59%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.16 | 61 |
| 3 months | -2.68 | 55 |
| 6 months | 0.26 | 62 |
| 1 Year | 7.15 | 78 |
| 3 Year | 6.10 | 52 |
| 5 Year | 6.81 | 63 |
| 10 Year | 4.90 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 80.91 |
| Bear Market (10/07 - 2/09) | -32.30 |
| Bull Market (2/09 - 3/21) | 216.38 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 2.83 |
| 5 Year | 8.29 |
| 10 Year | 4.96 |
| Since Inception | 5.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.36 | NA | NA | NA |
| 2024 | 6.28 | 1.63 | 4.49 | -1.85 |
| 2023 | 4.86 | 2.98 | -3.00 | 8.62 |
| 2022 | -6.39 | -11.46 | -5.34 | 5.99 |
| 2021 | 1.95 | 5.13 | -0.72 | 4.83 |
| 2020 | -12.68 | 12.94 | 5.29 | 7.49 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.16 | 10.79 | 13.78 | -16.85 | 11.55 | 11.62 | 16.57 | -5.57 | 14.06 | 4.25 | -2.69 |
| % Total Return Rel to Index | 4.75 | -14.23 | -12.46 | 1.35 | -17.12 | -6.78 | -14.91 | -1.18 | -7.73 | -7.68 | -4.08 |
| % Total Return Rel to Peer | -0.33 | 0.87 | 0.62 | -3.88 | 0.04 | 0.93 | -0.62 | 0.92 | 0.60 | -2.02 | -0.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.03 | 0.23 | 0.18 | 0.08 | 0.28 | 0.10 | 0.16 | 0.20 | 0.16 | 0.01 | 0.13 |
| % Yield | 0.22 | 1.50 | 1.47 | 0.64 | 1.55 | 0.63 | 0.99 | 1.33 | 0.95 | 0.04 | 0.86 |
| Capital Gains ($) | 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 | 1.36 | 1.36 | 1.38 | 1.37 | 1.39 | 1.38 | 1.38 | 1.40 | 1.37 | 1.38 |
* 1 = Top 20%, 5 = Bottom 20%