The combination of an Average People Pillar rating and a Low Process Pillar rating limit Franklin LifeSmart Retment Inc R to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 9.93 / 0.30 %
- Total Assets 47.0 Mil
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Adj. Expense Ratio
- Expense Ratio 0.820%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date Retirement
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 4.35%
- Turnover 121%
Morningstar’s Analysis FBRLX
Will FBRLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.