Franklin Lifesmart 2020 Fund Quote
| FLRMX Fund | USD 12.36 0.02 0.16% |
PerformanceInsignificant
| Odds Of DistressLow
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Franklin Lifesmart is trading at 12.36 as of the 22nd of March 2025; that is 0.16% down since the beginning of the trading day. The fund's open price was 12.38. Franklin Lifesmart has about a 22 % 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 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 2020
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Franklin Lifesmart 2020 [FLRMX] 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 2020 category and is part of Franklin Templeton Investments family. This fund currently has accumulated 32.37 M in assets under management (AUM) with minimum initial investment of 1 K. Franklin Lifesmart 2020 is currently producing year-to-date (YTD) return of 1.15% with the current yeild of 0.03%, while the total return for the last 3 years was 4.64%.
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 2020 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 2020 Mutual Fund Constituents
| FFRDX | Franklin Floating Rate | Mutual Fund | Bank Loan | |
| BNDX | Vanguard Total International | Etf | Global Bond-USD Hedged | |
| WAPSX | Western Asset E | Mutual Fund | Intermediate Core-Plus Bond | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| SCHP | Schwab TIPS ETF | Etf | Inflation-Protected Bond | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| LWSTX | Western Asset Short Term | Mutual Fund | Short-Term Bond | |
| LMLSX | Clearbridge Large Cap | Mutual Fund | Large Value |
Franklin Lifesmart 2020 Risk Profiles
| Mean Deviation | 0.3582 | |||
| Standard Deviation | 0.4764 | |||
| Variance | 0.227 | |||
| Risk Adjusted Performance | (0.01) |
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |