Franklin LifeSmart 2060 Retirement Target Fund Adv (FLJSX)
11.77
+0.05
(+0.43%)
USD |
Apr 25 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.27% | 8.631M | -- | 28.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 2.235M | 9.06% | 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:
81
-1.325M
Peer Group Low
345.65M
Peer Group High
1 Year
% Rank:
79
2.235M
-230.80M
Peer Group Low
3.236B
Peer Group High
3 Months
% Rank:
75
-193.22M
Peer Group Low
709.42M
Peer Group High
3 Years
% Rank:
88
-103.52M
Peer Group Low
10.10B
Peer Group High
6 Months
% Rank:
74
-193.53M
Peer Group Low
1.487B
Peer Group High
5 Years
% Rank:
84
-35.52M
Peer Group Low
9.834B
Peer Group High
YTD
% Rank:
75
-193.22M
Peer Group Low
709.42M
Peer Group High
10 Years
% Rank:
87
91295.00
Peer Group Low
13.55B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of April 28, 2025.
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 0.02% |
| Stock | 44.59% |
| Bond | 1.56% |
| Convertible | 0.00% |
| Preferred | 0.27% |
| Other | 53.55% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Franklin U.S. Core Equity Advisor | 23.64% | 16.09 | 0.81% |
| Franklin International Core Equity Adv | 15.27% | 12.82 | 0.31% |
| Franklin Growth Fund R6 | 13.72% | 126.82 | 0.69% |
| Franklin US Equity Index ETF | 10.93% | 48.32 | 0.71% |
|
PUTNAM LARGE CAP VALUE CL R6 MF
|
8.19% | -- | -- |
| Franklin US Large Cap Multifactor Index ETF | 7.52% | 55.86 | 0.68% |
| Franklin Emerging Market Core Equity Adv | 5.09% | 10.44 | -0.29% |
| Templeton Developing Markets Trust R6 | 3.50% | 19.64 | 0.26% |
| Templeton Foreign Fund R6 | 3.49% | 8.03 | 0.12% |
| ClearBridge International Growth Fund IS | 2.33% | 69.71 | 0.35% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| 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 (4-25-25) | 2.06% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
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:FLJSX", "name") |
| Broad Asset Class: =YCI("M:FLJSX", "broad_asset_class") |
| Broad Category: =YCI("M:FLJSX", "broad_category_group") |
| Prospectus Objective: =YCI("M:FLJSX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |