Franklin LifeSmart 2030 Retirement Target Fund - Franklin Templeton

Shareclass
Franklin LifeSmart 2030 Retirement Target Fund Class A (FLRSX)
Type
Open-end mutual fund
Target date
Franklin LifeSmart Retirement Target Fund - Franklin Templeton

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Franklin LifeSmart 2030 Retirement Target Fund - Franklin Templeton

FUND COVERAGE
# of holdings2,241
% of assets47%
Score
56 / 100
Rank

91.9 percentile

Group: Allocation

Rank: #55 out of 651

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

11 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. QBE Insurance Group Ltd
         % of fund invested: <0.01%
         $USD invested: $8,378
  • 2. Allianz SE
         % of fund invested: 0.02%
         $USD invested: $14,603
  • 3. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $541
  • 4. AstraZeneca PLC
         % of fund invested: 0.2%
         $USD invested: $170,434
  • 5. AstraZeneca PLC
         % of fund invested: 0.07%
         $USD invested: $56,956
  • 6. Qantas Airways Ltd
         % of fund invested: 0.06%
         $USD invested: $48,674
  • 7. ASX Ltd
         % of fund invested: <0.01%
         $USD invested: $337
  • 8. Viva Energy Group Ltd
         % of fund invested: <0.01%
         $USD invested: $61
  • 9. Standard Chartered PLC
         % of fund invested: 0.07%
         $USD invested: $58,381
  • 10. CAR Group Ltd
         % of fund invested: <0.01%
         $USD invested: $324
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Rithm Capital Corp
         % of fund invested: <0.01%
         $USD invested: $3,845
  • 2. KBC Ancora
         % of fund invested: <0.01%
         $USD invested: $178
  • 3. Gav-Yam Lands Corp Ltd
         % of fund invested: <0.01%
         $USD invested: $11
  • 4. Shopify Inc
         % of fund invested: 0.02%
         $USD invested: $19,457
  • 5. Tuas Ltd
         % of fund invested: <0.01%
         $USD invested: $67
  • 6. Astera Labs Inc
         % of fund invested: <0.01%
         $USD invested: $717
  • 7. Airport City Ltd
         % of fund invested: <0.01%
         $USD invested: $71
  • 8. Shapir Engineering and Industry Ltd
         % of fund invested: <0.01%
         $USD invested: $60
  • 9. Sankyu Inc
         % of fund invested: <0.01%
         $USD invested: $110
  • 10. Saizeriya Co Ltd
         % of fund invested: <0.01%
         $USD invested: $70

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Franklin LifeSmart 2030 Retirement Target Fund - Franklin Templeton

Totals

Holdings
Assets
Weight
Prisons
42.0
$6.04M
7.14%
     Prisons high risk
12.0
$39,422
0.05%
     Private prisons
3.0
$519
<0.01%
Borders
40.0
$6.41M
7.58%
     Borders high risk
17.0
$706,964
0.84%
Total
60.0
$7.2M
8.51%
Full fund results

Holdings — 60 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.83M
2.16%
Prisons
Borders :
$1.83M
2.16%
2.
Amazon.com Inc
Prisons
Borders
$1.13M
1.33%
Prisons
Borders :
$1.13M
1.33%
3.
Alphabet Inc
Prisons
Borders
$782,882
0.93%
Prisons
Borders :
$782,882
0.93%
4.
Alphabet Inc
Prisons
Borders
$742,506
0.88%
Prisons
Borders :
$742,506
0.88%
5.
Walmart Inc
Prisons
$354,839
0.42%
Prisons
$354,839
0.42%
6.
AT&T Inc
Borders
$288,868
0.34%
Borders :
$288,868
0.34%
7.
HSBC Holdings PLC
Prisons
Borders
$223,907
0.26%
Prisons
Borders :
$223,907
0.26%
8.
General Motors Co
Prisons
Borders
$216,427
0.26%
Prisons
Borders :
$216,427
0.26%
9.
General Dynamics Corp
Borders
$211,633
0.25%
Borders :
$211,633
0.25%
10.
Berkshire Hathaway Inc
Prisons
$166,624
0.2%
Prisons
$166,624
0.2%
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