The combination of an Average People Pillar rating and a Low Process Pillar rating limit Franklin LifeSmart Retment Inc Adv to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
- NAV / 1-Day Return 10.01 / 0.00
- Total Assets 45.4 Mil
Adj. Expense Ratio
- Expense Ratio 0.320%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date Retirement
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 5.11%
- Turnover 121%
Morningstar’s Analysis FLRDX
Will FLRDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.