Morningstar

Franklin LifeSmart™ 2020 Retirement Target Fund Advisor Class FLROX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $13.27  /  +0.15 %
  • Fund Size $24.6M
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.230%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.11%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis FLROX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin LifeSmart™ 2020 Retire Trgt Adv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FLROX

More FLROX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

23.24 6M
—

Franklin U.S. Core Equity Advisor

13.14 3M
—

Franklin Investment Grade Corporate ETF

10.76 3M
—

Franklin U.S. Treasury Bond ETF

10.69 3M
—

Franklin International Core Equity Adv

6.02 1M
—

Franklin High Yield Corporate ETF

3.91 961,080
—

BrandywineGLOBAL Global Opp Bond IS

3.79 930,288
—

Putnam Large Cap Value R6

3.58 878,209
—

Franklin Emerging Market Core Equity Adv

3.56 875,341
—

Franklin US Large Cap Mltfctr Idx ETF

3.37 827,672
—

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