Advertisement
Skip to Content

Franklin LifeSmart 2025 Ret Trgt A FTRTX

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%

Morningstar’s Analysis FTRTX

Will FTRTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

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.

Unlock our full analysis with Morningstar Investor