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Franklin LifeSmart 2040 Ret Trgt R (FLSGX)

14.05
+0.03
+(0.21%)
At close: 8:00:50 PM EDT
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  • Previous Close 14.02
  • YTD Return 0.00%
  • Expense Ratio 0.95%
  • Category Target-Date 2040
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 62.7M
  • Beta (5Y Monthly) 1.11
  • Yield 1.64%
  • 5y Average Return --
  • Holdings Turnover 31.39%
  • Last Dividend 0.26
  • Inception Date Jul 1, 2013

Under normal market conditions, the investment manager allocates the fund's assets among the broad asset classes of equity and fixed income investments and strategies by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton affiliated mutual funds and ETFs and third-party ETFs, based on each underlying fund's predominant asset class and strategy.

Franklin Templeton Investments

Fund Family

Target-Date 2040

Fund Category

62.7M

Net Assets

2013-07-01

Inception Date

More about Franklin LifeSmart 2040 Ret Trgt R

Performance Overview: FLSGX

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Trailing returns as of 4/14/2025. Category is Target-Date 2040.

YTD Return

FLSGX
0.00%
Category
10.80%
 

1-Year Return

FLSGX
5.19%
Category
33.59%
 

3-Year Return

FLSGX
5.41%
Category
12.99%
 

5-Year Return

FLSGX
12.07%
Category
12.87%
 

Holdings: FLSGX

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Sector Weightings

SectorFLSGX
Technology   26.90%
Financial Services   15.78%
Healthcare   11.90%
Industrials   11.16%
Consumer Cyclical   10.33%
Communication Services   7.33%
Consumer Defensive   5.88%
Basic Materials   4.18%
Energy   3.08%
Utilities   1.95%
Real Estate   1.51%
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Recent News: FLSGX

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Research Reports: FLSGX

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