Franklin LifeSmart™ 2020 Retirement Target Fund Advisor Class
FLROX
NASDAQ
| Weiss Ratings | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Thomas A. Nelson (11), Berkeley Belknap Revenaugh (4), Brett Goldstein (0), 1 other | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Franklin LifeSmart™ 2020 Retirement Target Fund Advisor Class | |||
| Category | Target-Date 2020 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jul 01, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.03% | |||
| Dividend | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.21% | |||
| Asset Allocation | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.47% | |||
| Stock | 43.23% | |||
| U.S. Stock | 27.77% | |||
| Non-U.S. Stock | 15.46% | |||
| Bond | 52.14% | |||
| U.S. Bond | 45.38% | |||
| Non-U.S. Bond | 6.76% | |||
| Preferred | 0.05% | |||
| Convertible | 0.00% | |||
| Other Net | 0.11% | |||
| Price History | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.84% | |||
| 30-Day Total Return | 2.80% | |||
| 60-Day Total Return | 5.04% | |||
| 90-Day Total Return | 5.30% | |||
| Year to Date Total Return | 6.33% | |||
| 1-Year Total Return | 9.31% | |||
| 2-Year Total Return | 21.60% | |||
| 3-Year Total Return | 29.85% | |||
| 5-Year Total Return | 35.17% | |||
| Price | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.66 | |||
| 1-Month Low NAV | $12.43 | |||
| 1-Month High NAV | $12.85 | |||
| 52-Week Low NAV | $11.63 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.85 | |||
| 52-Week High Price (Date) | Jun 12, 2025 | |||
| Beta / Standard Deviation | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.02 | |||
| Standard Deviation | 10.51 | |||
| Balance Sheet | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 24.63M | |||
| Operating Ratios | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.45% | |||
| Turnover Ratio | 38.80% | |||
| Performance | FLROX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.83% | |||
| Last Bear Market Total Return | -10.29% | |||