Franklin Moderate Allocation Fund (FMTIX) Alternatives
Franklin Moderate Allocation Fund (FMTIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FMTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FMTIX
FMTIX charges 0.63% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FMTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FMTIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FMTIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FMTIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FMTIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FMTIX vs BWBIX |
Best Risk-Adjusted Alternatives to FMTIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FMTIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FMTIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FMTIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FMTIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FMTIX vs PMAIX |
Top Performing FMTIX Alternatives (YTD)
FMTIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FMTIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FMTIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FMTIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FMTIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FMTIX vs CONWX |
Lowest Volatility Alternatives to FMTIX
FMTIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FMTIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FMTIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FMTIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FMTIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FMTIX vs SICIX |
Lowest Drawdown Alternatives to FMTIX
FMTIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FMTIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FMTIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FMTIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FMTIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FMTIX vs SICIX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | FMTIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FMTIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FMTIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FMTIX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FMTIX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FMTIX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FMTIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FMTIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FMTIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FMTIX vs SHAPX |
Often Compared With FMTIX
What investors most often compare with FMTIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | FMTIX vs IVV | |
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | FMTIX vs VUG | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FMTIX vs TPDAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | FMTIX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FMTIX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FMTIX vs WWWEX |
Compare FMTIX with Any Fund or Stock
Compare FMTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.