Franklin Lifesmart Retirement Fund Quote
| FLRDX Fund | USD 10.74 0.03 0.28% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Franklin Lifesmart is trading at 10.74 as of the 22nd of November 2024; that is 0.28 percent up since the beginning of the trading day. The fund's open price was 10.71. Franklin Lifesmart has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Lifesmart Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The investment manager normally allocates the funds 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 affiliated mutual funds and ETFs and third-party ETFs, based on each underlying funds predominant asset class and strategy. More on Franklin Lifesmart Retirement
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Target-Date Retirement Funds, Target-Date Retirement, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Franklin Lifesmart Retirement [FLRDX] is traded in USA and was established 22nd of November 2024. Franklin Lifesmart is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of Franklin Templeton Investments family. This fund currently has accumulated 54.52 M in assets under management (AUM) with minimum initial investment of 100 K. Franklin Lifesmart is currently producing year-to-date (YTD) return of 8.57% with the current yeild of 0.05%, while the total return for the last 3 years was 2.58%.
Check Franklin Lifesmart Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Lifesmart Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Lifesmart Retirement Mutual Fund Constituents
| FFRDX | Franklin Floating Rate | Mutual Fund | Bank Loan | |
| FLQL | Franklin LibertyQ Equity | Etf | Large Blend | |
| WAGIX | Western Asset Global | Mutual Fund | Multisector Bond | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| SHIYX | Western Asset Short | Mutual Fund | High Yield Bond | |
| SCHP | Schwab TIPS ETF | Etf | Inflation-Protected Bond | |
| PFFD | Global X Preferred | Etf | Preferred Stock | |
| LCBDX | Clearbridge Tactical Dividend | Mutual Fund | Large Value |
Franklin Lifesmart Risk Profiles
| Mean Deviation | 0.2327 | |||
| Semi Deviation | 0.2272 | |||
| Standard Deviation | 0.2896 | |||
| Variance | 0.0839 |
Franklin Lifesmart Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Lifesmart financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Lifesmart security.
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