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 a closer substitute for your current allocation.
Cheapest Alternatives to FMTIX
FMTIX charges 0.63% annually. There are 261 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FMTIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FMTIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FMTIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FMTIX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FMTIX vs BWBIX |
Best Risk-Adjusted Alternatives to FMTIX
FMTIX has a PortfoliosLab risk / return rank of 61. There are 285 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FMTIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FMTIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FMTIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FMTIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FMTIX vs FSRRX |
Top Performing FMTIX Alternatives (YTD)
FMTIX is at 6.17% YTD. There are 279 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FMTIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FMTIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FMTIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FMTIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FMTIX vs BRUFX |
Lowest Volatility Alternatives to FMTIX
FMTIX has 9.02% 1-year volatility. There are 290 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FMTIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FMTIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FMTIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FMTIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FMTIX vs CSTAX |
Lowest Drawdown Alternatives to FMTIX
FMTIX has a 1-year max drawdown of -6.66%. There are 313 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FMTIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FMTIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FMTIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FMTIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FMTIX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | FMTIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FMTIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FMTIX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FMTIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FMTIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FMTIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FMTIX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FMTIX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FMTIX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FMTIX vs SHRAX |
Often Compared With FMTIX
Investors most often compare FMTIX with IVV, VUG, BERIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FMTIX with Any Fund or Stock
Compare FMTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FMTIX with funds that move differently
Franklin Moderate Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FMTIX.
Explore FMTIX Diversifiers