Morningstar

Franklin LifeSmart 2050 Retirement Target Fund Class R6 FRLEX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $19.05  /  +1.11 %
  • Fund Size $75.9M
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.190%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.79%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis FRLEX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin LifeSmart 2050 Ret Trgt R6 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.

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Portfolio Holdings FRLEX

More FRLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Equity Advisor

21.50 16M
—

Franklin US Equity Index ETF

13.27 10M
—

Franklin International Core Equity Adv

12.96 10M
—

Putnam Large Cap Value R6

7.69 6M
—

Franklin Emerging Market Core Equity Adv

7.66 6M
—

Franklin US Large Cap Mltfctr Idx ETF

7.25 6M
—

Putnam Large Cap Growth R6

5.50 4M
—

Templeton Emerging Markets Equity R6

4.94 4M
—

Franklin Growth R6

4.62 4M
—

Franklin U.S. Core Bond ETF

3.96 3M
—

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