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Morningstar

Franklin LifeSmart 2025 Ret Trgt A FTRTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.69  /  0.86 %
  • Total Assets 114.4 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.26%
  • Turnover 69%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:35 AM GMT+00:00

Morningstar’s Analysis FTRTX

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

People Pillar

The People Pillar is our evaluation of the FTRTX 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 FTRTX’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 2025 Ret Trgt A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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