Effective on or about 1/29/21, this fund will modify the landing point of its glide path (the strategic asset allocation of a target date fund over time) to be in line with the new required minimum distribution (RMD) age of 72. Additionally, the fund will change its primary equity benchmark from MSCI All Country World Index (MSCI ACWI) gross of taxes on dividends to MSCI ACWI net of taxes on dividends. Future dates are subject to change. If you have questions, please contact your financial professional or Shareholder Services.
Beginning on 10/19/18, Class C shares held for 10 years or more will automatically convert to Class A shares. Thereafter, Class C shares held for 10 years or more will automatically convert to Class A shares on a monthly basis. This conversion allows shareholders to take advantage of the lower expenses offered by Class A shares. Please see the prospectus supplement for more information. If you have any questions, please contact your financial professional or call Franklin Templeton.
Effective 9/10/18, certain sales charges and commissions paid to dealers on Class A and A1 shares of our mutual funds changed. Please see the prospectus supplement for more information. If you have additional questions, please contact your financial professional or call Franklin Templeton.
Fund Fact Sheet - Advisor
A single-page data sheet describing Franklin LifeSmart(TM) 2040 Retirement Target Fund's objective, portfolio holdings and performance.
Literature Code: | 081-FF |
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Publication Date: | 12/20 |
Next Update: | 03/21 |
Fund Fact Sheet - A, C
A single-page data sheet describing Franklin LifeSmart (TM) 2040 Retirement Target Fund's objective, portfolio holdings and performance.
Literature Code: | 049-FF |
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Publication Date: | 12/20 |
Next Update: | 03/21 |
Summary Prospectus
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
Literature Code: | 049-PSUM |
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Publication Date: | 05/20 |
Next Update: | 05/21 |
Prospectus
The prospectus explains the Franklin Fund Allocator Series goal, investments and risks, as well as sales charges, fees and expenses.
Literature Code: | RTF-P |
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Publication Date: | 05/20 |
Next Update: | 05/21 |
SAI
Supplemental to the Franklin Fund Allocator Series' prospectus, the Statement of Additional Information provides a more detailed description of the fund's activities and operations.
Literature Code: | RTF-SAI |
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Publication Date: | 05/20 |
Next Update: | 05/21 |
Annual Report
A discussion of market conditions and fund performance covering the funds' fiscal year, along with a complete list of holdings and detailed financial information.
Literature Code: | RTF-A |
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Publication Date: | 02/20 |
Next Update: | 02/21 |
Semi-Annual Report
A discussion of market conditions and fund performance covering the first half of the funds' fiscal year, along with a complete list of holdings and detailed financial information.
Literature Code: | RTF-S |
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Publication Date: | 08/20 |
Next Update: | 08/21 |
Account Application Form
Literature Code: | GOF-APP |
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Publication Date: | 02/20 |
Next Update: | 08/20 |
Open and invest in most funds using this application.
IRA Application Form
Literature Code: | RIRA-APP |
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Publication Date: | 02/20 |
Next Update: | 11/20 |
Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.