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Franklin LifeSmart 2050 Retirement Target Fund (FRLEX)

14.41 +0.12 (+0.84%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.34%
5y Average Return 9.20%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 22.50%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 22.50%
Worst 3Y Total Return 2.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRLEX
Category
YTD
9.17%
11.99%
1-Month
3.27%
1.08%
3-Month
9.17%
6.55%
1-Year
22.57%
37.09%
3-Year
6.75%
13.69%
5-Year
10.40%
13.58%
10-Year
8.00%
10.11%
Last Bull Market
32.44%
19.71%
Last Bear Market
-14.02%
-18.27%

Annual Total Return (%) History

Year
FRLEX
Category
2024
--
--
2023
19.60%
--
2022
-17.18%
--
2021
17.84%
--
2020
16.59%
15.25%
2019
22.50%
24.54%
2018
-7.18%
-8.41%
2017
19.36%
20.67%

2016
3.55%
8.22%
2015
-1.39%
-2.01%
2014
6.16%
5.42%
2013
--
21.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.17% -- -- --
2023 6.53% 5.08% -3.41% 10.62%
2022 -6.39% -14.02% -6.18% 9.70%
2021 4.75% 6.64% -1.14% 6.70%
2020 -18.76% 18.60% 8.09% 11.94%
2019 10.97% 2.85% 0.28% 7.04%
2018 0.15% 0.20% 4.08% -11.14%
2017 6.40% 3.42% 4.36% 3.94%
2016 -1.14% 0.80% 4.08% -0.17%
2015 3.11% 0.28% -7.65% 3.28%

2014 1.25% 2.94% -0.52% 2.38%
2013 5.69% -- -- --

Rank in Category (By Total Return)

YTD 5
1-Month 44
3-Month 5
1-Year 15
3-Year 8
5-Year 19

Load Adjusted Returns

1-Year 22.57%
3-Year 6.75%
5-Year 10.40%
10-Year 8.00%

Performance & Risk

YTD Return 5.34%
5y Average Return 9.20%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Franklin Templeton Investments
Net Assets 47.68M
YTD Return 9.17%
Yield 1.82%
Morningstar Rating
Inception Date Jul 01, 2013

Fund Summary

Under normal market conditions, the investment manager allocates the fund's assets among the broad asset classes of equity and fixed income investments and strategies by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs and third-party ETFs, based on each underlying fund's predominant asset class and strategy. The underlying funds may invest in all types of U.S. and foreign securities and may engage in strategies that employ derivative instruments.

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