Morningstar

Franklin LifeSmart Retirement Income Fund Class C FRTCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.02  /  +0.27 %
  • Total Assets 44.0M
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 4.15%
  • Turnover 38%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FRTCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin LifeSmart Retment Inc C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FRTCX

More FRTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

18.76 8M
—

BrandywineGLOBAL High Yield IS

9.74 4M
—

Franklin U.S. Treasury Bond ETF

8.36 4M
—

Franklin Intl Core Div Tlt Idx ETF

7.98 4M
—

ClearBridge Tactical Dividend Income IS

7.91 4M
—

Franklin High Yield Corporate ETF

7.49 3M
—

Franklin Investment Grade Corporate ETF

7.49 3M
—

JPMorgan Equity Premium Income ETF

7.13 3M
—

Ubs Ag London 0%

5.78 3M
—

Franklin U.S. Core Equity Advisor

5.68 3M
—

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