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Franklin LifeSmart 2035 Ret Trgt R FLRGX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 14.39  /  −0.21 %
  • Total Assets 138.3 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.70%
  • Turnover 24%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:23 AM GMT+0

Morningstar’s Analysis FLRGX

Will FLRGX 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 2035 Ret Trgt R to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings FLRGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 80.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

23.04 31.2 Mil

Franklin International Core Equity Adv

12.49 16.9 Mil

Franklin Growth R6

10.09 13.7 Mil

Franklin U.S. Core Bond ETF

8.82 11.9 Mil

Franklin US Large Cap Mltfctr Idx ETF

5.32 7.2 Mil

Western Asset Core Plus Bond IS

4.66 6.3 Mil

Franklin U.S. Treasury Bond ETF

4.40 6.0 Mil

Franklin Emerging Market Core Equity Adv

4.24 5.7 Mil

ClearBridge Large Cap Value IS

4.12 5.6 Mil

Templeton Foreign R6

2.89 3.9 Mil