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Franklin LifeSmart Retment Inc R FBRLX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 9.93  /  0.30 %
  • Total Assets 47.0 Mil
  • Adj. Expense Ratio
    0.540%
  • 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.

Summary

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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.

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