Franklin LifeSmart™ 2020 Retire 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.
Franklin LifeSmart™ 2020 Retirement Target Fund Class C FLRQX
- NAV / 1-Day Return 13.49 / +0.22 %
- Total Assets 25.9M
-
Adj. Expense Ratio
1.450%
- Expense Ratio 1.230%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.68%
- Turnover 39%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:03 AM GMT+0
Morningstar’s Analysis FLRQX
Will FLRQX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FLRQX 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 FLRQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 81.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Franklin U.S. Core Bond ETF | 23.38 | 6M | — |
Franklin U.S. Core Equity Advisor | 13.41 | 3M | — |
Franklin Investment Grade Corporate ETF | 10.84 | 3M | — |
Franklin U.S. Treasury Bond ETF | 10.14 | 3M | — |
Franklin International Core Equity Adv | 5.53 | 1M | — |
Franklin High Yield Corporate ETF | 3.94 | 1M | — |
BrandywineGLOBAL Global Opp Bond IS | 3.78 | 974,319 | — |
Putnam Large Cap Value R6 | 3.57 | 921,633 | — |
Franklin US Large Cap Mltfctr Idx ETF | 3.34 | 862,778 | — |
Franklin Emerging Market Core Equity Adv | 3.30 | 850,930 | — |
United States