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Morningstar

Franklin LifeSmart 2035 Ret TrgtAdv FLRHX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.67  /  −0.58 %
  • Total Assets 133.7 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.12%
  • Turnover 24%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 11:33 PM GMT+0

Morningstar’s Analysis FLRHX

Will FLRHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLRHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLRHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLRHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin LifeSmart 2035 Ret TrgtAdv to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FLRHX

More FLRHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

23.84 31.4 Mil
—

Franklin International Core Equity Adv

12.63 16.6 Mil
—

Franklin Growth R6

10.45 13.8 Mil
—

Franklin U.S. Core Bond ETF

8.36 11.0 Mil
—

Franklin US Large Cap Mltfctr Idx ETF

5.38 7.1 Mil
—

Western Asset Core Plus Bond IS

4.38 5.8 Mil
—

ClearBridge Large Cap Value IS

4.27 5.6 Mil
—

Franklin Emerging Market Core Equity Adv

4.24 5.6 Mil
—

Franklin U.S. Treasury Bond ETF

4.17 5.5 Mil
—

Templeton Developing Markets R6

2.93 3.9 Mil
—