Franklin Lifesmart 2040 Fund Quote
| FLREX Fund | USD 14.80 0.03 0.20% |
PerformanceVery Weak
| Odds Of DistressLow
|
Franklin Lifesmart is trading at 14.80 as of the 22nd of March 2025; that is 0.2% down since the beginning of the trading day. The fund's open price was 14.83. Franklin Lifesmart has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 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 2040
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Franklin Templeton Investments, Large Blend, Target-Date 2040 (View all Sectors) |
| Update Date | 31st of March 2025 |
Franklin Lifesmart 2040 [FLREX] is traded in USA and was established 22nd of March 2025. Franklin Lifesmart is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Franklin Templeton Investments family. This fund currently has accumulated 43.47 M in assets under management (AUM) with no minimum investment requirementsFranklin Lifesmart 2040 is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.02%, while the total return for the last 3 years was 8.4%.
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 2040 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 2040 Mutual Fund Constituents
| FOPPX | Franklin Growth Opportunities | Mutual Fund | Large Growth | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| FGORX | Franklin Government Securities | Mutual Fund | Intermediate Government | |
| SPYV | SPDR Portfolio SP | Etf | Large Value | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| LMLSX | Clearbridge Large Cap | Mutual Fund | Large Value | |
| FTFGX | Templeton Foreign Fund | Mutual Fund | Foreign Large Value | |
| FRISX | Franklin Rising Dividends | Mutual Fund | Large Blend |
Franklin Lifesmart 2040 Risk Profiles
| Mean Deviation | 0.5777 | |||
| Standard Deviation | 0.7437 | |||
| Variance | 0.553 | |||
| Risk Adjusted Performance | (0.03) |
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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