Franklin LifeSmart Retirement Income Fund Advisor Class
FLRDX
NASDAQ
| Weiss Ratings | FLRDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FLRDX-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 | FLRDX-NASDAQ | Click to Compare |
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| Fund Name | Franklin LifeSmart Retirement Income Fund Advisor Class | |||
| 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 | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FLRDX-NASDAQ | Click to Compare |
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| Dividend Yield | 5.39% | |||
| Dividend | FLRDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.69% | |||
| Asset Allocation | FLRDX-NASDAQ | Click to Compare |
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| Cash | 5.37% | |||
| Stock | 35.44% | |||
| U.S. Stock | 23.67% | |||
| Non-U.S. Stock | 11.77% | |||
| Bond | 55.31% | |||
| U.S. Bond | 46.43% | |||
| Non-U.S. Bond | 8.88% | |||
| Preferred | 1.51% | |||
| Convertible | 2.36% | |||
| Other Net | 0.00% | |||
| Price History | FLRDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.41% | |||
| 30-Day Total Return | 2.57% | |||
| 60-Day Total Return | 3.66% | |||
| 90-Day Total Return | 3.15% | |||
| Year to Date Total Return | 3.89% | |||
| 1-Year Total Return | 8.32% | |||
| 2-Year Total Return | 19.36% | |||
| 3-Year Total Return | 27.58% | |||
| 5-Year Total Return | 29.57% | |||
| Price | FLRDX-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 | FLRDX-NASDAQ | Click to Compare |
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| Nav | $10.66 | |||
| 1-Month Low NAV | $10.43 | |||
| 1-Month High NAV | $10.66 | |||
| 52-Week Low NAV | $9.90 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.86 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | FLRDX-NASDAQ | Click to Compare |
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| Beta | 0.57 | |||
| Standard Deviation | 9.24 | |||
| Balance Sheet | FLRDX-NASDAQ | Click to Compare |
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| Total Assets | 44.68M | |||
| Operating Ratios | FLRDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.51% | |||
| Turnover Ratio | 38.32% | |||
| Performance | FLRDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.03% | |||
| Last Bear Market Total Return | -9.03% | |||