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 (20), Thomas A. Nelson (15), Brett Goldstein (1), 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 | 4.64% | |||
| Dividend | FBRLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.30% | |||
| Asset Allocation | FBRLX-NASDAQ | Click to Compare |
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| Cash | 5.08% | |||
| Stock | 40.35% | |||
| U.S. Stock | 22.56% | |||
| Non-U.S. Stock | 17.79% | |||
| Bond | 52.23% | |||
| U.S. Bond | 45.56% | |||
| Non-U.S. Bond | 6.67% | |||
| Preferred | 0.48% | |||
| Convertible | 1.76% | |||
| Other Net | 0.09% | |||
| Price History | FBRLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.36% | |||
| 30-Day Total Return | -1.20% | |||
| 60-Day Total Return | 0.46% | |||
| 90-Day Total Return | -0.29% | |||
| Year to Date Total Return | 4.13% | |||
| 1-Year Total Return | 6.15% | |||
| 2-Year Total Return | 12.99% | |||
| 3-Year Total Return | 29.76% | |||
| 5-Year Total Return | 21.95% | |||
| 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 | $11.05 | |||
| 1-Month Low NAV | $11.01 | |||
| 1-Month High NAV | $11.24 | |||
| 52-Week Low NAV | $10.62 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $11.24 | |||
| 52-Week High Price (Date) | Aug 25, 2026 | |||
| Beta / Standard Deviation | FBRLX-NASDAQ | Click to Compare |
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| Beta | 0.47 | |||
| Standard Deviation | 6.41 | |||
| Balance Sheet | FBRLX-NASDAQ | Click to Compare |
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| Total Assets | 45.39M | |||
| Operating Ratios | FBRLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.92% | |||
| Turnover Ratio | 32.82% | |||
| Performance | FBRLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.83% | |||
| Last Bear Market Total Return | -9.13% | |||