Franklin LifeSmart 2040 Retirement Target Fund

Portfolio Statistics


Total Fund AssetsAs of 03/31/2020 (updated monthly) $40.4 (M)
Net Assets - Class R As of 02/29/2020 (updated monthly) $1.4 (M)

Positions As of 02/29/2020

Equity VS. MSCI All Country World Index

Fund Benchmark
Market CapitalizationAs of 02/29/2020 (updated monthly) $6,115.19(M) $158,631.60(M)
P/B RatioAs of 03/31/2016 (updated monthly) 1.69 2.21

Portfolio Details

Asset AllocationAs of 02/29/2020

[name] [value]
Domestic Equity Funds 58.61%
Foreign Equity Funds 29.11%
Fixed Income Funds 10.98%
Cash & Cash Equivalents 0.76%
Alternatives 0.54%

TOP TEN HOLDINGSAs of 03/31/2020

0% 100%
Franklin Growth Fund, Class R6 18.02%
Franklin LibertyQ U.S. Equity ETF 17.09%
Franklin U.S. Core Equity (IU) Fund 15.14%
Franklin Rising Dividends Fund, Class R6 8.74%
Franklin International Core Equity (IU) Fund 8.69%
Franklin Emerging Market Core Equity (IU) Fund 5.47%
Franklin Liberty U.S. Core Bond ETF 4.99%
Templeton Foreign Fund, Class R6 3.86%
Templeton Developing Markets Trust, Class R6 3.46%
Franklin International Growth Fund, Class R6 2.69%