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Morningstar

Franklin LifeSmart Retment Inc A FTRAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.97  /  0.24 %
  • Total Assets 45.4 Mil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.570%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date Retirement
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 4.81%
  • Turnover 121%

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

Morningstar’s Analysis FTRAX

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

People Pillar

The People Pillar is our evaluation of the FTRAX 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 FTRAX’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 Retment Inc 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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