Morningstar

Franklin LifeSmart 2045 Retirement Target Fund Class C FLRIX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $17.47  /  −0.34 %
  • Fund Size $135.5M
  • Adjusted Expense Ratio 1.450%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Target-Date 2045
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.16%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis FLRIX

Will FLRIX outperform in the 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 FLRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin LifeSmart 2045 Ret Trgt C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FLRIX

More FLRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

19.97 28M
—

Franklin US Equity Index ETF

12.33 17M
—

Franklin International Core Equity Adv

12.04 17M
—

Franklin U.S. Core Bond ETF

10.58 15M
—

Putnam Large Cap Value R6

7.15 10M
—

Franklin Emerging Market Core Equity Adv

7.12 10M
—

Franklin US Large Cap Mltfctr Idx ETF

6.74 9M
—

Putnam Large Cap Growth R6

5.11 7M
—

Templeton Emerging Markets Equity R6

4.59 6M
—

Franklin Growth R6

4.30 6M
—

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