Franklin LifeSmart 2030 Retirement Target Fund

Average Annual Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 1.03 9.68 4.56 6.62
Fund with Sales Charge (%) (POP) 1.03 9.68 4.56 6.62
Blended Benchmark (%) -0.09 10.06 5.85 7.56
MSCI All Country World Index (%) -0.30 13.49 6.86 13.34 8.85
Bloomberg Barclays Multiverse Index (%) -0.48 2.41 0.95 3.45 1.70
Quarter EndAs of 12/31/2018 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) -6.08 4.26 3.35 5.23
Fund with Sales Charge (%) (POP) -6.08 4.26 3.35 5.23
Blended Benchmark (%) -6.22 5.96 4.57 6.37
MSCI All Country World Index (%) -8.93 7.18 4.82 10.05 7.10
Bloomberg Barclays Multiverse Index (%) -1.36 2.99 1.20 2.77 1.54

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 12/31/2018

Month EndAs of 02/28/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 8.59 1.03 31.95 24.97 43.77
Fund with Sales Charge (%) (POP) 8.59 1.03 31.95 24.97 43.77
Blended Benchmark (%) 7.59 -0.09 33.28 32.84 51.11
MSCI All Country World Index (%) 10.86 -0.30 46.15 39.31 249.70 61.66
Bloomberg Barclays Multiverse Index (%) 1.18 -0.48 7.41 4.82 40.34 10.04
Quarter EndAs of 12/31/2018 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) -6.08 -6.08 13.33 17.89 32.40
Fund with Sales Charge (%) (POP) -6.08 -6.08 13.33 17.89 32.40
Blended Benchmark (%) -6.22 -6.22 18.97 25.05 40.45
MSCI All Country World Index (%) -8.93 -8.93 23.12 26.55 160.50 45.82
Bloomberg Barclays Multiverse Index (%) -1.36 -1.36 9.24 6.15 31.38 8.75

After-Tax Average Annual Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -0.03 8.88 3.78
Fund without Sales Charge (%) (NAV) After Shares Sold 0.97 7.33 3.33
Fund with Sales Charge (%) (POP) Before Shares Sold -0.03 8.88 3.78
Fund with Sales Charge (%) (POP) After Shares Sold 0.97 7.33 3.33
Quarter EndAs of 12/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -7.07 3.49 2.57
Fund without Sales Charge (%) (NAV) After Shares Sold -3.19 3.13 2.42
Fund with Sales Charge (%) (POP) Before Shares Sold -7.07 3.49 2.57
Fund with Sales Charge (%) (POP) After Shares Sold -3.19 3.13 2.42

SALES CHARGE, EXPENSES & FEES As of 05/01/2018 (updated annually)

Gross Expense Ratio 1.34%
Net Expense Ratio [further-information] 0.65%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 02/28/2019 Updated Monthly, based on a 3-year period

Beta 0.99
Alpha -0.21
Sharpe Ratio 1.10
R-Squared 0.95
Standard Deviation 7.80

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
  • FTSE 3-Month U.S. T-Bill Index
The fund's blended benchmark is an allocation of 70.4% MSCI AC World Index, 24.6% Bloomberg Barclays Multiverse Index, and 5.0% Citigroup 3-Month Treasury Bill 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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