Franklin LifeSmart 2045 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 08/01/2006
Fund without Sales Charge (%) (NAV) -1.12 6.99 4.54 9.46 6.20
Fund with Sales Charge (%) (POP) -1.12 6.99 4.54 9.46 6.20
Blended Benchmark (%) -0.85 7.64 5.27 10.29 5.86
MSCI All Country World Index (%) -0.75 9.66 5.79 9.97 6.04
Bloomberg Barclays Multiverse Index (%) 3.17 2.14 1.04 2.95 3.71
Quarter EndAs of 03/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 08/01/2006
Fund without Sales Charge (%) (NAV) 2.79 8.72 5.32 11.66 6.54
Fund with Sales Charge (%) (POP) 2.79 8.72 5.32 11.66 6.54
Blended Benchmark (%) 2.70 9.21 6.48 12.56 6.19
MSCI All Country World Index (%) 3.16 11.28 7.03 12.59 6.34
Bloomberg Barclays Multiverse Index (%) -0.29 1.85 1.19 3.33 3.67

Calendar Year Returns

2018 2017 2016 2015 2014 2013
Fund without Sales Charge (%) (NAV) -7.16 19.10 3.55 -1.77 5.24 23.72
Fund with Sales Charge (%) (POP) -7.16 19.10 3.55 -1.77 5.24 23.72
Blended Benchmark (%) -7.00 20.32 7.21 -1.84 7.28 23.88
MSCI All Country World Index (%) -8.93 24.62 8.49 -1.84 4.71 23.44
Bloomberg Barclays Multiverse Index (%) -1.36 7.69 2.84 -3.29 0.47 -2.19

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 08/01/2006
Fund without Sales Charge (%) (NAV) 7.65 -1.12 22.48 24.87 146.90 116.44
Fund with Sales Charge (%) (POP) 7.65 -1.12 22.48 24.87 146.90 116.44
Blended Benchmark (%) 6.79 -0.85 24.69 29.25 166.37 107.64
MSCI All Country World Index (%) 9.38 -0.75 31.86 32.47 158.66 112.18
Bloomberg Barclays Multiverse Index (%) 3.42 3.17 6.57 5.33 33.67 59.49
Quarter EndAs of 03/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 08/01/2006
Fund without Sales Charge (%) (NAV) 10.87 2.79 28.52 29.59 201.17 122.92
Fund with Sales Charge (%) (POP) 10.87 2.79 28.52 29.59 201.17 122.92
Blended Benchmark (%) 10.01 2.70 30.24 36.90 226.28 113.90
MSCI All Country World Index (%) 12.33 3.16 37.77 40.45 227.19 117.89
Bloomberg Barclays Multiverse Index (%) 2.39 -0.29 5.65 6.11 38.78 57.90

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 -2.64 5.96 3.27 8.53
Fund without Sales Charge (%) (NAV) After Shares Sold 0.17 5.25 3.30 7.62
Fund with Sales Charge (%) (POP) Before Shares Sold -2.64 5.96 3.27 8.53
Fund with Sales Charge (%) (POP) After Shares Sold 0.17 5.25 3.30 7.62
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.21 7.67 4.04 10.71
Fund without Sales Charge (%) (NAV) After Shares Sold 2.46 6.58 3.88 9.53
Fund with Sales Charge (%) (POP) Before Shares Sold 1.21 7.67 4.04 10.71
Fund with Sales Charge (%) (POP) After Shares Sold 2.46 6.58 3.88 9.53

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

Gross Expense Ratio 0.95%
Net Expense Ratio [further-information] 0.40%
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 1.01
Alpha -0.63
Sharpe Ratio 0.64
R-Squared 0.97
Standard Deviation 8.92

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 94% MSCI AC World Index and 6% Bloomberg Barclays Multiverse Index. Prior to September 1, 2016, the fund's blended benchmark was an allocation of 78.4% MSCI AC World Index, 16.6% Bloomberg Barclays Multiverse Index, and 5.0% P&R 90-Day T-Bill Index. Such a change can impact performance.

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