Franklin LifeSmart 2030 Retirement Target Fund

Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 0.11 6.65 4.46 6.16
Fund with Sales Charge (%) (POP) 0.11 6.65 4.46 6.16
Blended Benchmark (%) 0.34 7.31 5.11 7.14
MSCI All Country World Index (%) -0.75 9.66 5.79 9.97 8.22
Bloomberg Barclays Multiverse Index (%) 3.17 2.14 1.04 2.95 2.01
Quarter EndAs of 03/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 2.78 7.93 5.03 6.69
Fund with Sales Charge (%) (POP) 2.78 7.93 5.03 6.69
Blended Benchmark (%) 2.30 8.39 6.05 7.68
MSCI All Country World Index (%) 3.16 11.28 7.03 12.59 8.97
Bloomberg Barclays Multiverse Index (%) -0.29 1.85 1.19 3.33 1.89

Calendar Year Returns

2018 2017 2016 2015 2014
Fund without Sales Charge (%) (NAV) -6.08 16.97 3.15 -1.46 5.56
Fund with Sales Charge (%) (POP) -6.08 16.97 3.15 -1.46 5.56
Blended Benchmark (%) -6.22 18.80 6.79 -1.92 7.16
MSCI All Country World Index (%) -8.93 24.62 8.49 -1.84 4.71
Bloomberg Barclays Multiverse Index (%) -1.36 7.69 2.84 -3.29 0.47

Cumulative Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 7.58 0.11 21.30 24.35 42.45
Fund with Sales Charge (%) (POP) 7.58 0.11 21.30 24.35 42.45
Blended Benchmark (%) 7.03 0.34 23.55 28.29 50.33
MSCI All Country World Index (%) 9.38 -0.75 31.86 32.47 158.66 59.51
Bloomberg Barclays Multiverse Index (%) 3.42 3.17 6.57 5.33 33.67 12.47
Quarter EndAs of 03/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 9.58 2.78 25.72 27.79 45.10
Fund with Sales Charge (%) (POP) 9.58 2.78 25.72 27.79 45.10
Blended Benchmark (%) 8.91 2.30 27.31 34.12 52.97
MSCI All Country World Index (%) 12.33 3.16 37.77 40.45 227.19 63.80
Bloomberg Barclays Multiverse Index (%) 2.39 -0.29 5.65 6.11 38.78 11.35

After-Tax Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -0.93 5.83 3.65
Fund without Sales Charge (%) (NAV) After Shares Sold 0.40 4.94 3.25
Fund with Sales Charge (%) (POP) Before Shares Sold -0.93 5.83 3.65
Fund with Sales Charge (%) (POP) After Shares Sold 0.40 4.94 3.25
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.70 7.10 4.22
Fund without Sales Charge (%) (NAV) After Shares Sold 1.97 5.93 3.69
Fund with Sales Charge (%) (POP) Before Shares Sold 1.70 7.10 4.22
Fund with Sales Charge (%) (POP) After Shares Sold 1.97 5.93 3.69

SALES CHARGE, EXPENSES & FEES As of 05/01/2019 (updated annually)

Gross Expense Ratio 1.24%
Net Expense Ratio [further-information] 0.45%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 05/31/2019 Updated Monthly, based on a 3-year period

Beta 0.99
Alpha -0.56
Sharpe Ratio 0.69
R-Squared 0.95
Standard Deviation 7.72

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
  • Bloomberg Barclays Multiverse Index
The fund's blended benchmark is an allocation of 72% MSCI AC World Index and 28% Bloomberg Barclays Multiverse Index. Prior to September 1, 2016, the fund's blended benchmark was an allocation of 70.4% MSCI AC World Index, 24.6% Bloomberg Barclays Multiverse Index, and 5.0% P&R 90-Day T-Bill Index. Such a change can impact performance.

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