FLERX Mutual Fund

FLERX Mutual Fund (Franklin LifeSmart 2030 Retirement Target Fund Class R6) is managed by Franklin Templeton Investments (US) with $19.7M in net assets. FLERX expense ratio is 0.40%, holding 22 positions across sectors including Financials. Inception date: 2013-07-01.

FLERX performance shows a YTD return of 6.40%. The 1-year return is 14.97% and the 5-year return is 7.76%. FLERX dividend yield stands at 4.84%, paid quarterly.

FLERX top holdings include Franklin US Core Equity IU Fund (19.9%), Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (15.5%), Franklin International Core Equity IU Fund (7.8%), Franklin Liberty Investment Grade Corporate ETF ETF USD Npv Tis A/c #21558 (7.2%), Franklin Liberty U.S. Treasury Bond ETF (6.7%). Go to all FLERX holdings, FLERX sectors, or FLERX dividends.

FLERX can be compared against other funds. Use FLERX overlap to find shared positions, or FLERX vs another fund for a side-by-side view. FLERX alternatives are available via the screener, along with tax-loss harvesting opportunities.