Franklin LifeSmart™ 2025 Retirement Target Fund

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

U.S. News evaluated 47 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 18.26 percent over the past year, 7.99 percent over the past three years, and 12.02 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.6%
1 Year 18.3%
3 Years (Annualized) 8.0%
5 Years (Annualized) 12.0%
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. Under normal market conditions, the investment manager allocates the fund's assets among the broad asset classes of equity, fixed-income and alternative 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 and ETFs, in turn, invest in a variety of U.S. and foreign equity, fixed-income and derivative investments.

Fees

Fees are High compared to funds in the same category.
Franklin LifeSmart™ 2025 Retirement Target Fund has an expense ratio of 1.08 percent.

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Risk

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

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See Also:

Top Franklin Templeton Investments Funds