Nasdaq - Delayed Quote USD

Franklin LifeSmart 2045 Ret Trgt A (FTTAX)

14.34 -0.04 (-0.28%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.57%
5y Average Return 8.26%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 36.53%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 36.53%
Worst 3Y Total Return 1.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTTAX
Category
YTD
8.48%
11.62%
1-Month
3.13%
1.08%
3-Month
8.48%
6.42%
1-Year
21.00%
36.05%
3-Year
5.85%
13.52%
5-Year
9.66%
13.44%
10-Year
7.30%
9.97%
Last Bull Market
31.57%
20.43%
Last Bear Market
-13.94%
-18.27%

Annual Total Return (%) History

Year
FTTAX
Category
2024
--
--
2023
18.65%
--
2022
-17.67%
--
2021
17.06%
--
2020
15.76%
15.10%
2019
22.33%
24.35%
2018
-7.42%
-8.14%
2017
18.72%
20.51%

2016
3.29%
7.93%
2015
-2.17%
-1.87%
2014
4.94%
5.35%
2013
23.07%
22.00%
2012
10.61%
15.31%
2011
-2.81%
-4.10%
2010
15.92%
14.60%
2009
36.53%
30.88%
2008
-37.46%
-38.11%
2007
11.32%
6.89%
2006
--
15.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.48% -- -- --
2023 6.37% 4.73% -3.52% 10.39%
2022 -6.52% -13.94% -6.29% 9.20%
2021 4.59% 6.50% -1.25% 6.42%
2020 -18.66% 18.24% 7.94% 11.51%
2019 10.78% 2.81% 0.21% 7.19%
2018 0.06% 0.22% 3.95% -11.19%
2017 6.21% 3.28% 4.26% 3.82%
2016 -1.24% 0.80% 3.91% -0.14%
2015 2.97% 0.14% -7.86% 2.97%

2014 1.19% 2.96% -1.52% 2.27%
2013 5.41% 0.42% 8.95% 6.72%
2012 8.49% -4.79% 5.23% 1.77%
2011 4.53% 0.28% -13.27% 6.90%
2010 3.77% -9.08% 12.31% 9.40%
2009 -5.77% 17.79% 16.53% 5.55%
2008 -10.52% 0.69% -12.33% -20.83%
2007 3.06% 6.46% 3.62% -2.08%
2006 8.18% -- -- --

Rank in Category (By Total Return)

YTD 6
1-Month 43
3-Month 6
1-Year 30
3-Year 16
5-Year 49

Load Adjusted Returns

1-Year 14.35%
3-Year 3.87%
5-Year 8.42%
10-Year 6.70%

Performance & Risk

YTD Return 3.57%
5y Average Return 8.26%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family Franklin Templeton Investments
Net Assets 97.32M
YTD Return 8.48%
Yield 1.68%
Morningstar Rating
Inception Date Aug 01, 2006

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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