Franklin LifeSmart 2060 Retirement Target Fund

Average Annual Total Returns [further-information] As of 06/30/2021

Month EndAs of 06/30/2021 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 01/29/2021
Fund without Sales Charge (%) (NAV) 12.47
Fund with Sales Charge (%) (POP) 12.47
Blended Benchmark (%) 37.26 14.10 14.03 9.55
MSCI All Country World Index-NR (%) 39.26 14.56 14.62 9.90
Quarter EndAs of 06/30/2021 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 01/29/2021
Fund without Sales Charge (%) (NAV) 12.47
Fund with Sales Charge (%) (POP) 12.47
Blended Benchmark (%) 37.26 14.10 14.03 9.55
MSCI All Country World Index-NR (%) 39.26 14.56 14.62 9.90

Calendar Year Returns

Calendar Year Return data is not yet available for this fund.

Cumulative Total Returns [further-information] As of 06/30/2021

Month EndAs of 06/30/2021 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 01/29/2021
Fund without Sales Charge (%) (NAV) 12.47
Fund with Sales Charge (%) (POP) 12.47
Blended Benchmark (%) 11.50 37.26 48.58 92.80 148.89 12.03
MSCI All Country World Index-NR (%) 12.30 39.26 50.37 97.78 157.00 12.82
Quarter EndAs of 06/30/2021 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 01/29/2021
Fund without Sales Charge (%) (NAV) 12.47
Fund with Sales Charge (%) (POP) 12.47
Blended Benchmark (%) 11.50 37.26 48.58 92.80 148.89 12.03
MSCI All Country World Index-NR (%) 12.30 39.26 50.37 97.78 157.00 12.82

After-Tax Average Annual Total Returns [further-information] As of 06/30/2021

No chart available for this data.
Month EndAs of 06/30/2021 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold
Fund without Sales Charge (%) (NAV) After Shares Sold
Fund with Sales Charge (%) (POP) Before Shares Sold
Fund with Sales Charge (%) (POP) After Shares Sold
No chart available for this data.
Quarter EndAs of 06/30/2021 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold
Fund without Sales Charge (%) (NAV) After Shares Sold
Fund with Sales Charge (%) (POP) Before Shares Sold
Fund with Sales Charge (%) (POP) After Shares Sold

SALES CHARGE, EXPENSES & FEES As of 01/29/2021 (updated annually)

Gross Expense Ratio 1.27%
Net Expense Ratio [further-information] 0.40%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] Updated Monthly, based on a 3-year period

Beta
Sharpe Ratio
Standard Deviation

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • Blended Benchmark
  • MSCI All Country World Index-NR
  • Bloomberg Barclays Multiverse Index
The fund's blended benchmark is an allocation of 95% MSCI AC World Index-NR and 5% Bloomberg Barclays Multiverse Index. Allocations for the fund's blended benchmark reflect or map the fund's current target asset class allocations and may not be representative of the fund's historical asset class allocations. Performance for the blended benchmark is based on an asset class allocation that matches the glide path of the Franklin LifeSmart Funds over time.