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Morningstar

Franklin LifeSmart 2025 Ret Trgt R6 FTLMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.37  /  +0.73 %
  • Total Assets 110.7 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.54%
  • Turnover 21%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:14 AM GMT+0

Morningstar’s Analysis FTLMX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin LifeSmart 2025 Ret Trgt R6 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-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FTLMX

More FTLMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

18.15 20.9 Mil
—

Franklin U.S. Core Bond ETF

14.77 17.0 Mil
—

Franklin International Core Equity Adv

9.75 11.2 Mil
—

Franklin Growth R6

7.96 9.2 Mil
—

Western Asset Core Plus Bond IS

7.84 9.0 Mil
—

Franklin U.S. Treasury Bond ETF

7.37 8.5 Mil
—

Franklin US Large Cap Mltfctr Idx ETF

4.16 4.8 Mil
—

ClearBridge Large Cap Value IS

3.39 3.9 Mil
—

Franklin Emerging Market Core Equity Adv

3.24 3.7 Mil
—

BrandywineGLOBAL Global Opp Bond IS

2.87 3.3 Mil
—