Morningstar

Franklin LifeSmart 2030 Retirement Target Fund Class R6 FLERX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.34  /  −0.86 %
  • Total Assets 90.7M
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.180%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.52%
  • Turnover 38%

USD | NAV as of Jul 13, 2026 | 1-Day Return as of Jul 13, 2026, 10:15 PM GMT+0

Morningstar’s Analysis FLERX

Will FLERX outperform in the 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 FLERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLERX 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 FLERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin LifeSmart 2030 Ret Trgt R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLERX

More FLERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

18.84 17M
—

Franklin U.S. Core Bond ETF

15.85 14M
—

Franklin International Core Equity Adv

7.54 7M
—

Franklin Investment Grade Corporate ETF

7.34 7M
—

Franklin U.S. Treasury Bond ETF

6.87 6M
—

Putnam Large Cap Value R6

5.01 5M
—

Franklin Emerging Market Core Equity Adv

4.74 4M
—

Franklin US Large Cap Mltfctr Idx ETF

4.70 4M
—

Franklin Growth R6

4.21 4M
—

Franklin US Equity Index ETF

3.75 3M
—

Sponsor Center