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Franklin LifeSmart 2030 Ret TrgtAdv FLRZX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.59  /  +0.05 %
  • Total Assets 69.6 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.28%
  • Turnover 23%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis FLRZX

Will FLRZX 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 2030 Ret TrgtAdv to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings FLRZX

  • 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