Franklin LifeSmart 2050 Retirement Target Fund

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

Month EndAs of 04/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 5.07 9.25 6.28 7.75
Fund with Sales Charge (%) (POP) 5.07 9.25 6.28 7.75
Blended Benchmark (%) 4.90 9.73 6.89 8.63
MSCI All Country World Index (%) 5.63 11.97 7.54 11.70 9.47
Bloomberg Barclays Multiverse Index (%) 1.03 1.28 0.91 3.19 1.82
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) 2.79 8.74 5.62 7.40
Fund with Sales Charge (%) (POP) 2.79 8.74 5.62 7.40
Blended Benchmark (%) 2.73 9.29 6.52 8.26
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) -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 03/31/2019

Month EndAs of 04/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 13.77 5.07 30.40 35.58 54.53
Fund with Sales Charge (%) (POP) 13.77 5.07 30.40 35.58 54.53
Blended Benchmark (%) 13.06 4.90 32.09 39.56 62.05
MSCI All Country World Index (%) 16.18 5.63 40.34 43.82 202.43 69.42
Bloomberg Barclays Multiverse Index (%) 2.14 1.03 3.88 4.66 36.89 11.08
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) 10.97 2.79 28.58 31.44 50.73
Fund with Sales Charge (%) (POP) 10.97 2.79 28.58 31.44 50.73
Blended Benchmark (%) 10.11 2.73 30.50 37.15 57.82
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 04/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 4.02 8.47 5.51
Fund without Sales Charge (%) (NAV) After Shares Sold 3.46 7.01 4.72
Fund with Sales Charge (%) (POP) Before Shares Sold 4.02 8.47 5.51
Fund with Sales Charge (%) (POP) After Shares Sold 3.46 7.01 4.72
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.77 7.96 4.86
Fund without Sales Charge (%) (NAV) After Shares Sold 2.13 6.63 4.21
Fund with Sales Charge (%) (POP) Before Shares Sold 1.77 7.96 4.86
Fund with Sales Charge (%) (POP) After Shares Sold 2.13 6.63 4.21

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 04/30/2019 Updated Monthly, based on a 3-year period

Beta 1.01
Alpha -0.47
Sharpe Ratio 0.97
R-Squared 0.96
Standard Deviation 8.27

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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