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Franklin LifeSmart™ 2020 Retire Trgt R FLRVX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.95  /  −0.05 %
  • Total Assets 29.2 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.11%
  • Turnover 18%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis FLRVX

Will FLRVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin LifeSmart ™ 2020 Retire Trgt R 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.

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Portfolio Holdings FLRVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 79.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

17.76 5.1 Mil

Franklin U.S. Core Equity Advisor

15.65 4.5 Mil

Western Asset Core Plus Bond IS

9.32 2.7 Mil

Franklin U.S. Treasury Bond ETF

8.86 2.5 Mil

Franklin International Core Equity Adv

8.29 2.4 Mil

Franklin Growth R6

6.87 2.0 Mil

Franklin US Large Cap Mltfctr Idx ETF

3.52 1.0 Mil

BrandywineGLOBAL Global Opp Bond IS

3.44 985,909

ClearBridge Large Cap Value IS

2.81 806,248

Franklin Emerging Market Core Equity Adv

2.79 800,176