Franklin LifeSmart 2055 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 05/01/2015
Fund without Sales Charge (%) (NAV) 4.98 9.35 5.36
Fund with Sales Charge (%) (POP) 4.98 9.35 5.36
Blended Benchmark (%) 4.85 9.77 6.24 9.91 6.27
MSCI All Country World Index (%) 5.63 11.97 7.54 11.70 7.31
Bloomberg Barclays Multiverse Index (%) 1.03 1.28 0.91 3.19 2.18
Quarter EndAs of 03/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 05/01/2015
Fund without Sales Charge (%) (NAV) 2.73 8.83 4.80
Fund with Sales Charge (%) (POP) 2.73 8.83 4.80
Blended Benchmark (%) 2.69 9.33 5.88 10.64 5.69
MSCI All Country World Index (%) 3.16 11.28 7.03 12.59 6.55
Bloomberg Barclays Multiverse Index (%) -0.29 1.85 1.19 3.33 2.29

Calendar Year Returns

2018 2017 2016
Fund without Sales Charge (%) (NAV) -7.16 19.27 3.45
Fund with Sales Charge (%) (POP) -7.16 19.27 3.45
Blended Benchmark (%) -7.13 20.59 7.29
MSCI All Country World Index (%) -8.93 24.62 8.49
Bloomberg Barclays Multiverse Index (%) -1.36 7.69 2.84

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 05/01/2015
Fund without Sales Charge (%) (NAV) 13.69 4.98 30.77 23.23
Fund with Sales Charge (%) (POP) 13.69 4.98 30.77 23.23
Blended Benchmark (%) 13.06 4.85 32.26 35.33 157.27 27.54
MSCI All Country World Index (%) 16.18 5.63 40.34 43.82 202.43 32.57
Bloomberg Barclays Multiverse Index (%) 2.14 1.03 3.88 4.66 36.89 9.02
Quarter EndAs of 03/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 05/01/2015
Fund without Sales Charge (%) (NAV) 10.86 2.73 28.90 20.16
Fund with Sales Charge (%) (POP) 10.86 2.73 28.90 20.16
Blended Benchmark (%) 10.10 2.69 30.66 33.07 174.76 24.20
MSCI All Country World Index (%) 12.33 3.16 37.77 40.45 227.19 28.18
Bloomberg Barclays Multiverse Index (%) 2.39 -0.29 5.65 6.11 38.78 9.29

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 3.93 8.59
Fund without Sales Charge (%) (NAV) After Shares Sold 3.40 7.10
Fund with Sales Charge (%) (POP) Before Shares Sold 3.93 8.59
Fund with Sales Charge (%) (POP) After Shares Sold 3.40 7.10
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.70 8.07
Fund without Sales Charge (%) (NAV) After Shares Sold 2.09 6.70
Fund with Sales Charge (%) (POP) Before Shares Sold 1.70 8.07
Fund with Sales Charge (%) (POP) After Shares Sold 2.09 6.70

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

Gross Expense Ratio 2.87%
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 1.00
Alpha -0.38
Sharpe Ratio 0.98
R-Squared 0.96
Standard Deviation 8.26

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 79.8% MSCI AC World Index, 15.2% Bloomberg Barclays Multiverse Index, and 5.0% P&R 90-Day T-Bill Index. Such a change can impact performance.

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