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Morningstar

Franklin LifeSmart 2035 Ret Trgt A FRTAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.40  /  0.65 %
  • Total Assets 113.0 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.95%
  • Turnover 69%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:10 AM GMT+00:00

Morningstar’s Analysis FRTAX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Franklin LifeSmart 2035 Ret Trgt A to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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