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Morningstar

Franklin LifeSmart 2030 Ret Trgt A FLRSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.99  /  −0.23 %
  • Total Assets 68.7 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.06%
  • Turnover 23%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM GMT+0

Morningstar’s Analysis FLRSX

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

  • People Pillar

    The People Pillar is our evaluation of the FLRSX 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 FLRSX’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 2030 Ret 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 FLRSX

More FLRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

21.09 14.4 Mil
—

Franklin U.S. Core Bond ETF

11.36 7.7 Mil
—

Franklin International Core Equity Adv

11.18 7.6 Mil
—

Franklin Growth R6

9.25 6.3 Mil
—

Western Asset Core Plus Bond IS

5.96 4.1 Mil
—

Franklin U.S. Treasury Bond ETF

5.67 3.9 Mil
—

Franklin US Large Cap Mltfctr Idx ETF

4.76 3.2 Mil
—

ClearBridge Large Cap Value IS

3.78 2.6 Mil
—

Franklin Emerging Market Core Equity Adv

3.75 2.6 Mil
—

Templeton Developing Markets R6

2.59 1.8 Mil
—