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Morningstar

Franklin LifeSmart Retment Inc Adv FLRDX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis FLRDX

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

People Pillar

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

Summary

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Decreased confidence in Franklin LifeSmart Retment Inc Adv's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Quantitative Rating to Negative from Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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