Franklin LifeSmart 2055 Retirement Target Fund R6 (FLSZX)
14.08
+0.06
(+0.43%)
USD |
Mar 12 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
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 |
| 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
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1 Year
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3 Months
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3 Years
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6 Months
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5 Years
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YTD
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10 Years
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Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 13, 2025.
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | -0.00% |
| Stock | 44.15% |
| Bond | 1.61% |
| Convertible | 0.00% |
| Preferred | 0.27% |
| Other | 53.97% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Franklin U.S. Core Equity Advisor | 24.05% | 16.42 | 0.37% |
| Franklin International Core Equity Adv | 14.90% | 12.77 | 0.55% |
| Franklin Growth Fund R6 | 14.03% | 127.89 | 0.59% |
| Franklin US Equity Index ETF | 10.44% | 48.98 | 0.44% |
|
PUTNAM LARGE CAP VALUE CL R6 MF
|
8.39% | -- | -- |
| Franklin US Large Cap Multifactor Index ETF | 7.37% | 56.44 | 0.41% |
| Franklin Emerging Market Core Equity Adv | 5.30% | 10.57 | 0.86% |
| Templeton Developing Markets Trust R6 | 3.39% | 19.88 | 0.76% |
| Templeton Foreign Fund R6 | 3.38% | 8.22 | 0.61% |
| ClearBridge International Growth Fund IS | 2.26% | 68.51 | 0.87% |
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 | 1.00M None |
| Minimum Subsequent Investment | 0.00 None |
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 |
| 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 | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
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. |