Morningstar

Franklin LifeSmart 2055 Retirement Target Fund Class R FLSBX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $17.04  /  +1.13 %
  • Fund Size $61.0M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.29%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis FLSBX

Will FLSBX outperform in the 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 FLSBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLSBX 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 FLSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin LifeSmart 2055 Ret Trgt R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLSBX

More FLSBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

22.23 14M
—

Franklin US Equity Index ETF

13.72 8M
—

Franklin International Core Equity Adv

13.40 8M
—

Putnam Large Cap Value R6

7.95 5M
—

Franklin Emerging Market Core Equity Adv

7.92 5M
—

Franklin US Large Cap Mltfctr Idx ETF

7.50 5M
—

Putnam Large Cap Growth R6

5.69 3M
—

Templeton Emerging Markets Equity R6

5.11 3M
—

Franklin Growth R6

4.78 3M
—

Franklin FTSE Japan ETF

3.79 2M
—

Sponsor Center