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Morningstar

Franklin LifeSmart 2060 RetTrgt R6 FLFSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.06  /  0.00
  • Total Assets 5.8 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.73%
  • Turnover 32%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:49 PM GMT+0

Morningstar’s Analysis FLFSX

Will FLFSX 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 FLFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLFSX 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 FLFSX’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 2060 RetTrgt R6 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-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FLFSX

More FLFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

23.70 1.4 Mil
—

Franklin International Core Equity Adv

16.29 937,164
—

Franklin Growth R6

13.27 763,366
—

Franklin US Equity Index ETF

9.41 541,384
—

Franklin US Large Cap Mltfctr Idx ETF

6.92 398,310
—

ClearBridge Large Cap Value IS

5.65 324,950
—

Franklin Emerging Market Core Equity Adv

5.43 312,241
—

Templeton Foreign R6

3.85 221,344
—

Templeton Developing Markets R6

3.72 214,043
—

iShares Core MSCI EAFE ETF

2.57 147,624
—