Franklin Lifesmart 2045 Fund Quote

FTTAX Fund  USD 15.78  0.38  2.35%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Franklin Lifesmart is trading at 15.78 as of the 19th of December 2024; that is 2.35% down since the beginning of the trading day. The fund's open price was 16.16. Franklin Lifesmart has about a 21 % 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 19th of November 2024 and ending today, the 19th of December 2024. 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 2045

Moving together with Franklin Mutual Fund

  0.67TEBIX Franklin Mutual BeaconPairCorr

Moving against Franklin Mutual Fund

  0.37TEGBX Templeton Global BondPairCorr

Franklin Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Target-Date 2045 Funds, Target-Date 2045, Franklin Templeton Investments, Large Blend, Target-Date 2045 (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Franklin Lifesmart 2045 [FTTAX] is traded in USA and was established 19th of December 2024. Franklin Lifesmart is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Target-Date 2045 category and is part of Franklin Templeton Investments family. This fund currently has accumulated 84.13 M in assets under management (AUM) with minimum initial investment of 1 K. Franklin Lifesmart 2045 is currently producing year-to-date (YTD) return of 17.94% with the current yeild of 0.01%, while the total return for the last 3 years was 5.46%.
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 2045 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 2045 Mutual Fund Constituents

XLFFinancial Select SectorEtfFinancial
FOPPXFranklin Growth OpportunitiesMutual FundLarge Growth
FLEEFranklin FTSE EuropeEtfEurope Stock
VOOVanguard SP 500EtfLarge Blend
SPYVSPDR Portfolio SPEtfLarge Value
QQQInvesco QQQ TrustEtfLarge Growth
LMLSXClearbridge Large CapMutual FundLarge Value
FTFGXTempleton Foreign FundMutual FundForeign Large Value
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Franklin Lifesmart 2045 Risk Profiles

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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