Skip to Content
Morningstar

Franklin LifeSmart 2035 Ret TrgtAdv FLRHX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.14  /  1.22 %
  • Total Assets 119.2 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.22%
  • Turnover 30%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 12:05 AM GMT+0

Morningstar’s Analysis FLRHX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin LifeSmart 2035 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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLRHX

More FLRHX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 77.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

21.87
27,145,360
—

Franklin International Core Equity Adv

13.00
16,136,952
—

Franklin Growth R6

9.78
12,135,777
—

Franklin U.S. Core Bond ETF

9.00
11,170,161
—

Franklin US Large Cap Mltfctr Idx ETF

5.15
6,388,368
—

Western Asset Core Plus Bond IS

5.03
6,248,842
—

ClearBridge Large Cap Value IS

4.06
5,040,263
—

Franklin Emerging Market Core Equity Adv

3.98
4,946,279
—

Templeton Foreign R6

2.94
3,653,794
—

Templeton Developing Markets R6

2.65
3,293,109
—