Franklin LifeSmart 2060 RetTrgt R 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.
Franklin LifeSmart 2060 Retirement Target Fund Class R FLESX
- NAV / 1-Day Return 14.84 / −2.94 %
- Total Assets 15.3M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.740%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.28%
- Turnover 20%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:26 AM GMT+0
Morningstar’s Analysis FLESX
Will FLESX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FLESX 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 FLESX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 91.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Franklin U.S. Core Equity Advisor | 22.51 | 3M | — |
Franklin US Equity Index ETF | 12.42 | 2M | — |
Franklin International Core Equity Adv | 12.27 | 2M | — |
Putnam Large Cap Value R6 | 7.95 | 1M | — |
Franklin US Large Cap Mltfctr Idx ETF | 7.44 | 1M | — |
Franklin Emerging Market Core Equity Adv | 7.33 | 1M | — |
Franklin Growth R6 | 7.15 | 1M | — |
Putnam Large Cap Growth R6 | 5.58 | 820,032 | — |
Templeton Developing Markets R6 | 5.12 | 753,154 | — |
Franklin FTSE Japan ETF | 3.89 | 572,152 | — |
United States