Franklin LifeSmart 2035 Retirement Target Fund Class A
FRTAX
NASDAQ
| Weiss Ratings | FRTAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | FRTAX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Thomas A. Nelson (14), Berkeley Belknap Revenaugh (4), Brett Goldstein (0), 1 other | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | FRTAX-NASDAQ | Click to Compare |
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| Fund Name | Franklin LifeSmart 2035 Retirement Target Fund Class A | |||
| Category | Target-Date 2035 | |||
| 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 | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | FRTAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.45% | |||
| Dividend | FRTAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.21% | |||
| Asset Allocation | FRTAX-NASDAQ | Click to Compare |
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| Cash | 4.06% | |||
| Stock | 69.28% | |||
| U.S. Stock | 44.39% | |||
| Non-U.S. Stock | 24.89% | |||
| Bond | 26.42% | |||
| U.S. Bond | 22.90% | |||
| Non-U.S. Bond | 3.52% | |||
| Preferred | 0.07% | |||
| Convertible | 0.00% | |||
| Other Net | 0.17% | |||
| Price History | FRTAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.53% | |||
| 30-Day Total Return | 3.33% | |||
| 60-Day Total Return | 6.41% | |||
| 90-Day Total Return | 10.44% | |||
| Year to Date Total Return | 8.39% | |||
| 1-Year Total Return | 10.76% | |||
| 2-Year Total Return | 28.93% | |||
| 3-Year Total Return | 42.84% | |||
| 5-Year Total Return | 53.83% | |||
| Price | FRTAX-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 | FRTAX-NASDAQ | Click to Compare |
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| Nav | $15.18 | |||
| 1-Month Low NAV | $14.72 | |||
| 1-Month High NAV | $15.44 | |||
| 52-Week Low NAV | $13.34 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.44 | |||
| 52-Week High Price (Date) | Jun 12, 2025 | |||
| Beta / Standard Deviation | FRTAX-NASDAQ | Click to Compare |
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| Beta | 0.82 | |||
| Standard Deviation | 12.22 | |||
| Balance Sheet | FRTAX-NASDAQ | Click to Compare |
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| Total Assets | 149.09M | |||
| Operating Ratios | FRTAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.70% | |||
| Turnover Ratio | 33.89% | |||
| Performance | FRTAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.85% | |||
| Last Bear Market Total Return | -12.56% | |||