Skip to Content
Morningstar

Franklin LifeSmart 2045 Ret Trgt C FLRIX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.26  /  0.00
  • Total Assets 82.6 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.63%
  • Turnover 27%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 11:43 PM GMT+0

Morningstar’s Analysis FLRIX

Will FLRIX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin LifeSmart 2045 Ret Trgt C 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLRIX

More FLRIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 87.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

23.22
20,266,079
—

Franklin International Core Equity Adv

15.29
13,349,529
—

Franklin Growth R6

12.60
11,001,183
—

Franklin US Equity Index ETF

7.58
6,613,685
—

Franklin US Large Cap Mltfctr Idx ETF

6.65
5,806,120
—

ClearBridge Large Cap Value IS

5.08
4,436,121
—

Franklin Emerging Market Core Equity Adv

5.04
4,395,005
—

Western Asset Core Plus Bond IS

4.24
3,698,665
—

Franklin U.S. Core Bond ETF

4.14
3,614,498
—

Templeton Foreign R6

3.67
3,202,443
—