Franklin LifeSmart 2055 Retirement Target Fund R6 (FLSZX)
17.63
-0.08
(-0.45%)
USD |
Sep 15 2026
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.40% | 61.50M | -- | 22.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 407905.0 | 17.14% |
Basic Info
| Investment Strategy | |
| The Fund seeks the highest level of long-term total return in its asset allocation. The Fund employs an asset allocation strategy designed for investors who are expecting to retire around the year 2055. At around the target date, the Fund's final asset allocation will be 30% equity funds and 65% fixed income funds. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 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:
64
-176.63M
Peer Group Low
260.00M
Peer Group High
1 Year
% Rank:
45
407905.0
-1.304B
Peer Group Low
3.165B
Peer Group High
3 Months
% Rank:
55
-431.63M
Peer Group Low
918.45M
Peer Group High
3 Years
% Rank:
61
-1.315B
Peer Group Low
10.27B
Peer Group High
6 Months
% Rank:
48
-847.08M
Peer Group Low
1.932B
Peer Group High
5 Years
% Rank:
70
-1.646B
Peer Group Low
15.31B
Peer Group High
YTD
% Rank:
45
-979.84M
Peer Group Low
2.479B
Peer Group High
10 Years
% Rank:
81
-2.354B
Peer Group Low
18.69B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of September 16, 2026.
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.33% |
| Stock | 52.74% |
| Bond | 0.72% |
| Convertible | 0.00% |
| Preferred | 0.17% |
| Other | 46.04% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Franklin U.S. Core Equity Advisor | 22.21% | 21.80 | -0.46% |
| Franklin International Core Equity Adv | 13.81% | 15.07 | -0.33% |
| Franklin US Equity Index ETF | 13.62% | 66.48 | 0.41% |
| Franklin Emerging Market Core Equity Adv | 8.00% | 15.74 | -0.82% |
| Putnam Large Cap Value Fund R6 | 7.89% | 44.65 | -0.82% |
| Franklin US Large Cap Multifactor Index ETF | 7.48% | 77.32 | -0.43% |
| Putnam Large Cap Growth Fund R6 | 5.67% | 84.30 | 0.26% |
| Franklin Growth Fund R6 | 5.64% | 144.16 | -0.29% |
| Templeton Emerging Markets Equity Fund R6 | 5.18% | 34.67 | -0.26% |
| Franklin FTSE Japan ETF | 3.75% | 41.30 | 0.06% |
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 | No |
| Available for RRSP | No |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1.00M None |
| Minimum Subsequent Investment | 0.00 None |
TTM Distributions
| Type | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Qualified Income
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Normal
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Qualified
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
LT Cap Gains
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Ordinary Income
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Non-Qual
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
ST Cap Gains
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Interest
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Tax-Exempt
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
ROC
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Other
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Total
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
As of August 31, 2026.
Basic Info
| Investment Strategy | |
| The Fund seeks the highest level of long-term total return in its asset allocation. The Fund employs an asset allocation strategy designed for investors who are expecting to retire around the year 2055. At around the target date, the Fund's final asset allocation will be 30% equity funds and 65% fixed income funds. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 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 (9-15-26) | 1.73% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 17 |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:FLSZX", "name") |
| Broad Asset Class: =YCI("M:FLSZX", "broad_asset_class") |
| Broad Category: =YCI("M:FLSZX", "broad_category_group") |
| Prospectus Objective: =YCI("M:FLSZX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |