Franklin LifeSmart™ 2025 Retirement Target Fund

Scorecard
2 / 5 Stars
Lipper
3 3 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#11 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.

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Performance

The fund has returned 19.78 percent over the past year, 8.59 percent over the past three years, and 17.09 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 19.8%
3 Years (Annualized) 8.6%
5 Years (Annualized) 17.1%
10 Years (Annualized) N/A

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Summary

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

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.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Franklin Templeton Investments Funds