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Morningstar

Franklin LifeSmart™ 2020 Retire Trgt A FLRMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.56  /  +0.61 %
  • Total Assets 27.9 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.42%
  • Turnover 18%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:14 AM GMT+0

Morningstar’s Analysis FLRMX

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

  • People Pillar

    The People Pillar is our evaluation of the FLRMX 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 FLRMX’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 ™ 2020 Retire Trgt A 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLRMX

More FLRMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

18.15 5.2 Mil
—

Franklin U.S. Core Equity Advisor

15.46 4.5 Mil
—

Western Asset Core Plus Bond IS

9.59 2.8 Mil
—

Franklin U.S. Treasury Bond ETF

9.05 2.6 Mil
—

Franklin International Core Equity Adv

8.30 2.4 Mil
—

Franklin Growth R6

6.77 2.0 Mil
—

Franklin US Large Cap Mltfctr Idx ETF

3.55 1.0 Mil
—

BrandywineGLOBAL Global Opp Bond IS

3.51 1.0 Mil
—

ClearBridge Large Cap Value IS

2.88 831,713
—

Franklin Emerging Market Core Equity Adv

2.76 794,967
—