2 / 5 Stars
4 3 3 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#13 in Target Date 2021-2025
U.S. News evaluated 49 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.14 percent over the past year, 8.09 percent over the past three years, and 14.76 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||N/A|
The investment seeks the highest level of long-term total return consistent with its asset allocation. The investment manager allocates the fund's assets among the broad asset classes of equity, fixed-income and short-term (money market) investments by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton mutual funds, based on each underlying fund's predominant asset class. These underlying funds, in turn, invest in a variety of U.S. and foreign equity, fixed-income and money market securities.
Fees are Above Average compared to funds in the same category.
Franklin LifeSmart™ 2025 Retirement Target Fund has an expense ratio of 0.45 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.