Franklin LifeSmart 2060 Retirement Target Fund C (FLBSX)
13.71
+0.01
(+0.07%)
USD |
Dec 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 1.45% | 11.90M | -- | 28.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 2.432M | 14.93% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks the highest level of long-term total return consistent with its asset allocation. The Fund invests in a distinctly weighted combination of funds, predominantly other Franklin Templeton and Legg Mason MFs and ETFs and third-party ETFs, based on each underlying funds predominant asset class and strategy. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Franklin Templeton |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
66
-34.30M
Peer Group Low
369.79M
Peer Group High
1 Year
% Rank:
79
2.432M
-143.61M
Peer Group Low
3.376B
Peer Group High
3 Months
% Rank:
66
-79.92M
Peer Group Low
755.66M
Peer Group High
3 Years
% Rank:
87
-66.98M
Peer Group Low
10.82B
Peer Group High
6 Months
% Rank:
72
-136.85M
Peer Group Low
1.687B
Peer Group High
5 Years
% Rank:
86
-13.58M
Peer Group Low
11.55B
Peer Group High
YTD
% Rank:
79
-141.05M
Peer Group Low
2.863B
Peer Group High
10 Years
% Rank:
91
161335.0
Peer Group Low
15.56B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 05, 2025.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | -0.15% |
| Stock | 51.51% |
| Bond | 1.93% |
| Convertible | 0.00% |
| Preferred | 0.24% |
| Other | 46.48% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Franklin U.S. Core Equity Advisor | 24.02% | 20.12 | 0.15% |
| Franklin International Core Equity Adv | 13.32% | 14.74 | 0.07% |
| Franklin Growth Fund R6 | 10.89% | 156.44 | -0.04% |
| Franklin US Equity Index ETF | 10.85% | 60.26 | 0.22% |
| Putnam Large Cap Value Fund R6 | 8.23% | 40.31 | -0.12% |
| Franklin US Large Cap Multifactor Index ETF | 7.57% | 69.96 | 0.24% |
| Franklin Emerging Market Core Equity Adv | 6.87% | 13.10 | 0.00% |
| Templeton Developing Markets Trust R6 | 4.32% | 26.24 | -0.04% |
| Templeton Foreign Fund R6 | 3.07% | 9.37 | -0.11% |
| Putnam Large Cap Growth Fund R6 | 2.97% | 87.55 | 0.15% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 1.00% |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Maximum Front Load | 0.00% |
| Maximum Deferred Load | 1.00% |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1000.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks the highest level of long-term total return consistent with its asset allocation. The Fund invests in a distinctly weighted combination of funds, predominantly other Franklin Templeton and Legg Mason MFs and ETFs and third-party ETFs, based on each underlying funds predominant asset class and strategy. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Franklin Templeton |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (12-3-25) | 0.77% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 10 |
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:FLBSX", "name") |
| Broad Asset Class: =YCI("M:FLBSX", "broad_asset_class") |
| Broad Category: =YCI("M:FLBSX", "broad_category_group") |
| Prospectus Objective: =YCI("M:FLBSX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |