Morningstar

Franklin LifeSmart 2025 Retirement Target Fund Class R FRELX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.95  /  −0.29 %
  • Total Assets 109.9M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.40%
  • Turnover 38%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FRELX

Will FRELX outperform in the 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 FRELX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FRELX 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 FRELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin LifeSmart 2025 Ret Trgt R 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.

by Morningstar Automated Analysis
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Portfolio Holdings FRELX

More FRELX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

19.54 22M
—

Franklin U.S. Core Equity Advisor

15.97 18M
—

Franklin Investment Grade Corporate ETF

9.07 10M
—

Franklin U.S. Treasury Bond ETF

8.49 10M
—

Franklin International Core Equity Adv

7.37 8M
—

Putnam Large Cap Value R6

4.28 5M
—

Franklin Emerging Market Core Equity Adv

4.22 5M
—

Franklin US Large Cap Mltfctr Idx ETF

4.05 5M
—

Franklin US Equity Index ETF

3.47 4M
—

Franklin High Yield Corporate ETF

3.31 4M
—

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