Franklin LifeSmart Retirement Income Fund Class R
FBRLX
NASDAQ
| Weiss Ratings | FBRLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FBRLX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Jonathan M. Schreiber (18), Thomas A. Nelson (14), Berkeley Belknap (4), 1 other | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | FBRLX-NASDAQ | Click to Compare |
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| Fund Name | Franklin LifeSmart Retirement Income Fund Class R | |||
| Category | Target-Date Retirement | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 01, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FBRLX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.91% | |||
| Dividend | FBRLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.80% | |||
| Asset Allocation | FBRLX-NASDAQ | Click to Compare |
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| Cash | 5.56% | |||
| Stock | 34.93% | |||
| U.S. Stock | 23.50% | |||
| Non-U.S. Stock | 11.43% | |||
| Bond | 55.91% | |||
| U.S. Bond | 46.74% | |||
| Non-U.S. Bond | 9.17% | |||
| Preferred | 1.23% | |||
| Convertible | 2.36% | |||
| Other Net | 0.00% | |||
| Price History | FBRLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.96% | |||
| 30-Day Total Return | 1.20% | |||
| 60-Day Total Return | 2.04% | |||
| 90-Day Total Return | 0.03% | |||
| Year to Date Total Return | 1.65% | |||
| 1-Year Total Return | 6.50% | |||
| 2-Year Total Return | 16.85% | |||
| 3-Year Total Return | 17.44% | |||
| 5-Year Total Return | 22.85% | |||
| Price | FBRLX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FBRLX-NASDAQ | Click to Compare |
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| Nav | $10.41 | |||
| 1-Month Low NAV | $10.29 | |||
| 1-Month High NAV | $10.42 | |||
| 52-Week Low NAV | $9.82 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.78 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | FBRLX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 9.21 | |||
| Balance Sheet | FBRLX-NASDAQ | Click to Compare |
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| Total Assets | 44.68M | |||
| Operating Ratios | FBRLX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.01% | |||
| Turnover Ratio | 38.32% | |||
| Performance | FBRLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.78% | |||
| Last Bear Market Total Return | -9.13% | |||