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Morningstar

Franklin LifeSmart 2025 Ret Trgt C FTTCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.03  /  0.12 %
  • Total Assets 107.3 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.76%
  • Turnover 34%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:13 AM GMT+0

Morningstar’s Analysis FTTCX

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

People Pillar

The People Pillar is our evaluation of the FTTCX 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 FTTCX’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 C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTTCX

More FTTCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 75.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

16.61
18,807,455
—

Franklin U.S. Core Bond ETF

15.22
17,227,078
—

Franklin International Core Equity Adv

9.90
11,208,138
—

Western Asset Core Plus Bond IS

8.51
9,638,165
—

Franklin Growth R6

7.44
8,420,149
—

Franklin U.S. Treasury Bond ETF

4.30
4,865,590
—

Franklin US Large Cap Mltfctr Idx ETF

3.91
4,424,408
—

Schwab US TIPS ETF™

3.11
3,517,252
—

ClearBridge Large Cap Value IS

3.08
3,492,072
—

Franklin Emerging Market Core Equity Adv

3.00
3,395,870
—