FLADX : Franklin LifeSmart™ 2040 Retirement Target Fund Class A

FLADX is a Allocation Market Target-Date with MODERATE fees.

FLADX

Franklin LifeSmart™ 2040 Retirement Target Fund Class A

FI Score

46 /100

Expense Ratio Rating

7 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

46% FI Score
  • fladx
  • Mutual Fund
  • Allocation
  • Target-Date

Franklin LifeSmart™ 2040 Retirement Target Fund Class A

Expenses: 0.34% (Better than 1% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks the highest level of long-term total return consistent with its asset allocation. Under normal market conditions, the investment manager allocates the fund's assets among the broad asset classes of equity and fixed income investments and strategies by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton mutual funds and ETFs, based on each underlying fund's predominant asset class and strategy. These underlying funds, in turn, invest in a variety of U.S. and foreign equity and fixed-income investments and strategies.

Largest Holdings

Amount Holding
18.22% Franklin Growth R6
16.48% Franklin LibertyQ US Equity ETF
14.98% Franklin U.S. Core Equity Advisor
8.88% Franklin Rising Dividends R6
8.53% Franklin International Core Equity Adv
5.43% Franklin Emerging Market Core Equity Adv
4.46% Franklin Liberty US Core Bond ETF
3.82% Templeton Foreign R6
3.63% Templeton Developing Markets R6
2.80% Franklin Intl Growth R6
2.60% Franklin FTSE Europe ETF
1.88% iShares Core US Aggregate Bond ETF
1.78% Franklin Low Duration Total Return R6
1.34% Franklin FTSE Japan ETF
1.19% Vanguard S&P 500 ETF
0.48% Franklin Liberty Systematic Sty Prm ETF
0.44% Vanguard Interm-Term Corp Bd ETF
0.26% Franklin Liberty High Yield Corp ETF

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