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.
- NAV / 1-Day Return 11.69 / 0.86 %
- Total Assets 114.4 Mil
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Adj. Expense Ratio
- 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.