Franklin Lifesmart 2030 Fund Quote

FLRTX Fund  USD 14.06  0.11  0.78%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Franklin Lifesmart is trading at 14.06 as of the 23rd of February 2025; that is 0.78 percent decrease since the beginning of the trading day. The fund's open price was 14.17. Franklin Lifesmart has about a 23 % 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. The performance scores are derived for the period starting the 24th of January 2025 and ending today, the 23rd of February 2025. Click here to learn more.
Under normal market conditions, the investment manager 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 2030

Moving together with Franklin Mutual Fund

  0.7TEBIX Franklin Mutual BeaconPairCorr
  0.83TEDMX Templeton DevelopingPairCorr
  0.88TEFRX Templeton ForeignPairCorr

Franklin Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Target-Date 2030 Funds, Target-Date 2030, Franklin Templeton Investments (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Franklin Lifesmart 2030 [FLRTX] is traded in USA and was established 23rd of February 2025. Franklin Lifesmart is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Target-Date 2030 category and is part of Franklin Templeton Investments family. This fund currently has accumulated 61.37 M in assets under management (AUM) with no minimum investment requirementsFranklin Lifesmart 2030 is currently producing year-to-date (YTD) return of 3.0% with the current yeild of 0.02%, while the total return for the last 3 years was 4.66%.
Check Franklin Lifesmart Probability Of Bankruptcy

Instrument Allocation

Stocks64.01%Other27.52%BondsCash100%

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.
Technology24.17%Financial Services13.45%Healthcare13.38%Industrials10.33%Consumer...9.86%Commu...7.7%Co...Basic MaterialsEnergyUtilitiesRealestate100%
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Lifesmart 2030 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 2030 Mutual Fund Constituents

FILRXFranklin International GrowthMutual FundForeign Large Growth
FOPPXFranklin Growth OpportunitiesMutual FundLarge Growth
FLIAFranklin Liberty InternationalEtfGlobal Bond-USD Hedged
XLFFinancial Select SectorEtfFinancial
WAPSXWestern Asset EMutual FundIntermediate Core-Plus Bond
VOOVanguard SP 500EtfLarge Blend
SPYVSPDR Portfolio SPEtfLarge Value
QQQInvesco QQQ TrustEtfLarge Growth
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Franklin Lifesmart 2030 Risk Profiles

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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