# Franklin Moderate Allocation R (FTMRX)

> Source: Nexqual · https://nexqual.com/FTMRX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Franklin Moderate Allocation R (FTMRX), nexqual.com/FTMRX" · informational, not investment advice.

**Price:** USD 17.04 (-0.35% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.1 · day 17.04–17.04 · 52w 15.93–17.75 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.7% vs S&P 500 +13.4%; 5Y +31.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.7% | +31.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.7% | +5.7% |
| Volatility (annualized) | 9.3% | 10.4% |
| Max drawdown | -6.7% (Feb 2026→Mar 2026) | -21.5% (Dec 2021→Oct 2022) |

## Peers
FGTRX (Franklin Growth Allocation Fund) USD 22.37 -0.00% · FTCRX (Franklin Conservative Allocatio) USD 14.81 -0.00% · FUSRX (Franklin U.S. Government Securi) USD 4.96 -0.00% · FISRX (Franklin Income Series Fund - C) USD 2.47 -0.00% · FKSRX (Franklin Strategic Income Fund ) USD 7.99 +0.00%

## More
Full page: https://nexqual.com/FTMRX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt