FLESX Mutual Fund

FLESX Mutual Fund (Franklin LifeSmart 2060 Retirement Target Fund Class R) is managed by Franklin Templeton Investments (US). FLESX expense ratio is 0.95%, holding 18 positions across sectors including Financials. Inception date: 2021-01-29.

FLESX performance shows a YTD return of 9.76%. The 1-year return is 21.47% and the 5-year return is 9.40%. FLESX dividend yield stands at 4.04%, paid semi-annually.

FLESX top holdings include Franklin US Core Equity IU Fund (22.5%), Franklin U.S. Equity Index ETF (12.9%), Franklin International Core Equity IU Fund (12.1%), Putnam Lg Cap Value Fund Unt Smut Usd Npv Tis# 42020 (8.0%), Franklin Emerging Market Core Equity (IU) Fund Advisor (7.5%). Go to all FLESX holdings, FLESX sectors, or FLESX dividends.

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