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NasdaqGM - Delayed Quote USD

Franklin LifeSmart 2040 Ret Trgt R (FLSGX)

14.05
+0.03
+(0.21%)
As of 8:05:51 AM EDT. Market Open.

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.13%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return -3.18%
5y Average Return 9.75%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FLSGXCategory AverageFLSGXCategory AverageFLSGXCategory Average
Alpha 1.71 -0.01 2.19 -0.01 -0.26 -0.01
BETA 1.11 0.01 1.17 0.01 1.22 0.01
Mean Annual Return 0.52 0.01 1.03 0.01 0.6 0.01
R-squared 95.78 0.98 95.72 0.98 95.23 0.97
Standard Deviation 14.28 0.15 13.85 0.13 12.62 0.12
Sharpe Ratio 0.12 0.01 0.69 0.01 0.41 0.01
Treynor Ratio 0.72 0.09 7.94 0.09 3.75 0.07

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