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Franklin LifeSmart 2025 Ret TrgtAdv FLRFX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.42  /  0.00
  • Total Assets 113.6 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.83%
  • Turnover 34%

Morningstar’s Analysis FLRFX

Will FLRFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin LifeSmart 2025 Ret TrgtAdv to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings FLRFX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 76.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

18.32
20,731,196

Franklin U.S. Core Bond ETF

14.92
16,882,348

Franklin International Core Equity Adv

9.40
10,638,338

Franklin Growth R6

7.94
8,981,156

Western Asset Core Plus Bond IS

7.81
8,833,561

Franklin U.S. Treasury Bond ETF

4.84
5,478,638

Franklin US Large Cap Mltfctr Idx ETF

4.12
4,661,470

ClearBridge Large Cap Value IS

3.17
3,592,504

Franklin Emerging Market Core Equity Adv

3.11
3,522,208

BrandywineGLOBAL Global Opp Bond IS

2.86
3,235,553