FRTSX Mutual Fund
FRTSX Mutual Fund
Franklin LifeSmart 2020 Retirement Target Fund Class R6
FRTSX Mutual Fund Overview
FRTSX Mutual Fund (Franklin LifeSmart 2020 Retirement Target Fund Class R6) is managed by Franklin Templeton Investments (US) with $8.5M in net assets. FRTSX expense ratio is 0.40%, holding 22 positions across sectors including Unknown, Other, Financials. Inception date: 2013-07-01.
FRTSX performance shows a YTD return of 5.38%. The 1-year return is 12.93% and the 5-year return is 5.74%. FRTSX dividend yield stands at 6.69%, paid quarterly.
FRTSX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (23.1%), Franklin US Core Equity IU Fund (14.0%), Franklin Liberty Investment Grade Corporate ETF ETF USD Npv Tis A/c #21558 (10.8%), Franklin Liberty U.S. Treasury Bond ETF (10.1%), Franklin International Core Equity IU Fund (5.5%). View all FRTSX holdings, sector breakdown, or dividend history.
FRTSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FRTSX alternatives are available via the screener, along with tax-loss harvesting opportunities.