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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 12.00  /  −0.25 %
  • Total Assets 114.6 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 Medium/Moderate
  • Status Open
  • TTM Yield 1.63%
  • Turnover 21%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FTTCX

More FTTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

18.38 21.1 Mil
—

Franklin U.S. Core Bond ETF

14.53 16.7 Mil
—

Franklin International Core Equity Adv

9.74 11.2 Mil
—

Franklin Growth R6

8.06 9.3 Mil
—

Western Asset Core Plus Bond IS

7.62 8.8 Mil
—

Franklin U.S. Treasury Bond ETF

7.25 8.3 Mil
—

Franklin US Large Cap Mltfctr Idx ETF

4.15 4.8 Mil
—

ClearBridge Large Cap Value IS

3.30 3.8 Mil
—

Franklin Emerging Market Core Equity Adv

3.27 3.8 Mil
—

BrandywineGLOBAL Global Opp Bond IS

2.81 3.2 Mil
—