Franklin LifeSmart 2050 Ret Trgt A 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.
Franklin LifeSmart 2050 Retirement Target Fund Class A FLSJX
- NAV / 1-Day Return $18.71 / −0.95 %
- Fund Size $75.7M
- Adjusted Expense Ratio 0.700%
- Net Expense Ratio 0.490%
- Fee Level: Distribution Low
- Share Class Type Front Load
- Morningstar Category Target-Date 2050
- Equity Style Box (Funds) Large Blend
- Fixed-Income Style Box (Funds) Medium/Moderate
- Investment Status Open
- TTM Yield 1.57%
- Turnover Ratio 26%
Morningstar’s Analysis FLSJX
Will FLSJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 89.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Franklin U.S. Core Equity Advisor | 21.59 | 16M | — |
Franklin US Equity Index ETF | 13.08 | 10M | — |
Franklin International Core Equity Adv | 13.07 | 10M | — |
Franklin Emerging Market Core Equity Adv | 7.80 | 6M | — |
Putnam Large Cap Value R6 | 7.68 | 6M | — |
Franklin US Large Cap Mltfctr Idx ETF | 7.24 | 6M | — |
Putnam Large Cap Growth R6 | 5.50 | 4M | — |
Franklin Growth R6 | 5.02 | 4M | — |
Templeton Emerging Markets Equity R6 | 4.67 | 4M | — |
Franklin U.S. Core Bond ETF | 3.96 | 3M | — |