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Franklin LifeSmart Retment Inc Adv FLRDX

Quantitative rating as of
  • NAV / 1-Day Return 10.01  /  0.00
  • Total Assets 45.4 Mil
  • Adj. Expense Ratio
    0.050%
  • 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.

Summary

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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.

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