Franklin LifeSmart 2050 Retirement Target Fund

Average Annual Total Returns [further-information] As of 06/30/2019

Month EndAs of 06/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 5.48 9.46 5.58 7.58
Fund with Sales Charge (%) (POP) 5.48 9.46 5.58 7.58
Blended Benchmark (%) 5.91 9.93 6.31 8.48
MSCI All Country World Index (%) 6.32 12.23 6.74 10.73 9.26
Bloomberg Barclays Multiverse Index (%) 6.01 1.95 1.35 3.13 2.36
Quarter EndAs of 06/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 5.48 9.46 5.58 7.58
Fund with Sales Charge (%) (POP) 5.48 9.46 5.58 7.58
Blended Benchmark (%) 5.91 9.93 6.31 8.48
MSCI All Country World Index (%) 6.32 12.23 6.74 10.73 9.26
Bloomberg Barclays Multiverse Index (%) 6.01 1.95 1.35 3.13 2.36

Calendar Year Returns

2018 2017 2016 2015 2014
Fund without Sales Charge (%) (NAV) -7.23 19.20 3.59 -1.43 6.22
Fund with Sales Charge (%) (POP) -7.23 19.20 3.59 -1.43 6.22
Blended Benchmark (%) -7.08 20.46 7.25 -1.84 7.29
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 06/30/2019

Month EndAs of 06/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 14.10 5.48 31.15 31.19 54.99
Fund with Sales Charge (%) (POP) 14.10 5.48 31.15 31.19 54.99
Blended Benchmark (%) 13.67 5.91 32.82 35.80 62.92
MSCI All Country World Index (%) 16.60 6.32 41.33 38.54 177.16 70.03
Bloomberg Barclays Multiverse Index (%) 5.78 6.01 5.96 6.93 36.06 15.04
Quarter EndAs of 06/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 14.10 5.48 31.15 31.19 54.99
Fund with Sales Charge (%) (POP) 14.10 5.48 31.15 31.19 54.99
Blended Benchmark (%) 13.67 5.91 32.82 35.80 62.92
MSCI All Country World Index (%) 16.60 6.32 41.33 38.54 177.16 70.03
Bloomberg Barclays Multiverse Index (%) 5.78 6.01 5.96 6.93 36.06 15.04

After-Tax Average Annual Total Returns [further-information] As of 06/30/2019

Month EndAs of 06/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 4.14 8.59 4.76
Fund without Sales Charge (%) (NAV) After Shares Sold 3.78 7.16 4.16
Fund with Sales Charge (%) (POP) Before Shares Sold 4.14 8.59 4.76
Fund with Sales Charge (%) (POP) After Shares Sold 3.78 7.16 4.16
Quarter EndAs of 06/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 4.14 8.59 4.76
Fund without Sales Charge (%) (NAV) After Shares Sold 3.78 7.16 4.16
Fund with Sales Charge (%) (POP) Before Shares Sold 4.14 8.59 4.76
Fund with Sales Charge (%) (POP) After Shares Sold 3.78 7.16 4.16

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

Gross Expense Ratio 1.61%
Net Expense Ratio [further-information] 0.45%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 06/30/2019 Updated Monthly, based on a 3-year period

Beta 0.99
Alpha -0.36
Sharpe Ratio 0.86
R-Squared 0.98
Standard Deviation 9.43

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 95% MSCI AC World Index and 5% Bloomberg Barclays Multiverse Index. Prior to September 1, 2016, the fund's blended benchmark was an allocation of 79.0% MSCI AC World Index, 16.0% Bloomberg Barclays Multiverse Index, and 5.0% P&R 90-Day T-Bill Index. Such a change can impact performance.

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