NasdaqGM - Delayed Quote USD
Franklin LifeSmart Retment Inc C (FRTCX)
10.21
-0.02
(-0.20%)
As of 8:06:01 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.07% |
| 5y Average Return | 4.05% |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
| Best 1Y Total Return (May 5, 2025) | 11.91% |
| Worst 1Y Total Return (May 5, 2025) | -- |
| Best 3Y Total Return | 11.91% |
| Worst 3Y Total Return | -0.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FRTCX
Category
- YTD
- -0.02%
- 3.58%
- 1-Month
- -0.59%
- 0.73%
- 3-Month
- -1.55%
- 3.29%
- 1-Year
- 7.19%
- 12.52%
- 3-Year
- 4.66%
- 7.60%
- 5-Year
- 3.93%
- 6.39%
- 10-Year
- 2.63%
- 5.12%
- Last Bull Market
- 9.34%
- 8.81%
- Last Bear Market
- -9.27%
- -5.68%
Annual Total Return (%) History
Year
FRTCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.56% | -- | -- | -- |
| 2024 | 2.77% | 0.86% | 4.97% | -1.22% |
| 2023 | 3.61% | 1.88% | -2.03% | 7.22% |
| 2022 | -4.37% | -9.27% | -4.69% | 5.78% |
| 2021 | -0.31% | 3.22% | -0.48% | 2.11% |
| 2020 | -6.86% | 6.19% | 2.22% | 6.45% |
| 2019 | 6.00% | 1.70% | 1.13% | 1.95% |
| 2018 | -1.04% | 0.82% | 1.47% | -4.48% |
| 2017 | 1.82% | 0.70% | 1.25% | 0.24% |
| 2016 | -0.64% | 2.10% | 2.21% | 0.79% |
| 2015 | 1.32% | -0.10% | -5.63% | 1.21% |
| 2014 | 1.06% | 2.18% | -1.28% | 0.43% |
| 2013 | 3.24% | -0.96% | 4.87% | 3.94% |
| 2012 | 6.05% | -2.93% | 3.95% | 1.33% |
| 2011 | 3.03% | 0.60% | -9.11% | 4.54% |
| 2010 | 3.42% | -5.83% | 8.57% | 5.84% |
| 2009 | -2.94% | 12.76% | 12.42% | 3.83% |
| 2008 | -6.81% | -0.10% | -8.51% | -13.23% |
| 2007 | 2.45% | 4.66% | 3.00% | -1.29% |
| 2006 | 6.39% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 100 |
| 3-Month | 100 |
| 1-Year | 94 |
| 3-Year | 45 |
| 5-Year | 70 |
Load Adjusted Returns
| 1-Year | 6.19% |
| 3-Year | 4.66% |
| 5-Year | 3.93% |
| 10-Year | 2.63% |
Performance & Risk
| YTD Return | 0.07% |
| 5y Average Return | 4.05% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date Retirement |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 44.54M |
| YTD Return | -0.02% |
| Yield | 4.46% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2006 |
Fund Summary
The investment manager normally 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. Normally, 40% of the fund’s assets are allocated to equity investments and 60% of the fund’s assets are allocated to fixed-income investments.
Related Tickers
INIIX VanEck International Investors Gold I
21.38
+2.99%
INIYX VanEck International Investors Gold Y
15.65
+2.96%
INIVX VanEck International Investors Gold A
15.07
+2.94%
FEGIX First Eagle Gold I
36.28
+2.57%
FEURX First Eagle Gold R6
36.39
+2.56%
USERX U.S. Global Investors Gold & Precious Metals Fund
15.64
+2.49%
FGPMX Franklin Gold and Precious Metals R6
29.03
+2.07%
FGADX Franklin Gold and Precious Metals Adv
28.55
+2.07%
FRGOX Franklin Gold and Precious Metals C
22.36
+2.05%
FKRCX Franklin Gold and Precious Metals A
25.99
+2.04%
SIVIX State Street Instl Small-Cap Equity Inv
15.69
+2.02%
IFPUX Independent Franchise Partners US Equity
20.07
+1.52%
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.33
+1.12%
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.19
+1.06%
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.34
+0.86%
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.35
+0.86%
FEDDX Fidelity Emerging Markets Discovery
16.47
+0.86%
FIQGX Fidelity Advisor Emerg Mkts Discv Z
16.48
+0.86%
FEDIX Fidelity Advisor Emerg Mkts Discv I
16.50
+0.86%
FEDGX Fidelity Advisor Emerg Mkts Discv C
15.88
+0.83%
MISMX Matthews EM Sm Coms Instl
23.78
+0.76%
MSMLX Matthews EM Sm Coms Inv
23.80
+0.76%
ALCKX AB Large Cap Growth K
90.69
+0.74%
FIQFX Fidelity Advisor China Region Z
40.52
+0.55%
FHKTX Fidelity Advisor China Region M
39.91
+0.53%
FCHKX Fidelity Advisor China Region C
38.32
+0.52%
FHKAX Fidelity Advisor China Region A
40.27
+0.52%
FHKIX Fidelity Advisor China Region I
40.54
+0.52%
FHKCX Fidelity China Region
40.86
+0.52%
PWGAX PACE International Equity A
18.59
+0.49%
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
19.70
+0.46%
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
20.30
+0.45%
PCIEX PACE International Equity P
18.38
+0.44%
FOPTX Fidelity Advisor Intl Sm Cap Opps M
20.70
+0.44%
FOPAX Fidelity Advisor Intl Sm Cap Opps A
21.08
+0.43%
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
21.45
+0.42%
FOPIX Fidelity Advisor Intl Sm Cap Opps I
21.51
+0.42%
FSCOX Fidelity International Small Cap Opp
21.55
+0.42%
ISCIX Federated Hermes Intl Small-Mid Co IS
45.90
+0.42%
FOPCX Fidelity Advisor Intl Sm Cap Opps C
19.59
+0.41%
ISCAX Federated Hermes Intl Small-Mid Co A
44.42
+0.41%
ISCCX Federated Hermes Intl Small-Mid Co C
29.96
+0.40%
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.14
+0.40%
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.21
+0.40%
SEUPX NAA Mid Growth P
33.57
+0.39%
DCINX Dunham International Stock C
16.93
+0.36%
WAESX Wasatch Emerging Markets Select Investor
17.07
+0.35%
APDIX Artisan International Fund
31.40
+0.35%
ARTIX Artisan International Investor
31.57
+0.35%
APHIX Artisan International Fund
31.76
+0.35%
GMOIX GMO International Equity Fund
29.01
+0.35%
JORAX Janus Henderson Global Select A
18.22
+0.33%
DAINX Dunham International Stock A
18.52
+0.33%
TGVRX Thornburg International Equity R3
28.60
+0.32%
GMCFX GMO International Equity Fund
28.96
+0.31%
CPAEX Counterpoint Tactical Equity A
22.95
+0.31%
QLENX AQR Long-Short Equity N
17.33
+0.29%
THGCX Thornburg International Equity C
24.29
+0.29%
WIESX Wasatch Emerging Markets Select Instl
17.58
+0.29%
THVRX Thornburg International Equity R4
28.30
+0.28%
CPCEX Counterpoint Tactical Equity C
21.41
+0.28%
TGVAX Thornburg International Equity A
28.65
+0.28%
LCORX Leuthold Core Investment Retail
21.60
+0.28%
JANRX Janus Henderson Global Select Fund
18.06
+0.28%
JSLNX Janus Henderson Global Select N
18.08
+0.28%
JORNX Janus Henderson Global Select T
18.11
+0.28%
JORFX Janus Henderson Global Select I
18.13
+0.28%
FTISX Fidelity Advisor Intl Small Cap M
32.90
+0.27%
TGIRX Thornburg International Equity R6
29.77
+0.27%
TIVRX Thornburg International Equity R5
29.91
+0.27%
DNINX Dunham International Stock Fund
18.70
+0.27%
TGVIX Thornburg International Equity I
29.95
+0.27%
DMCFX Invesco Discovery Mid Cap Growth Fund
26.31
+0.27%
FISMX Fidelity International Small Cap
33.84
+0.27%
FIQIX Fidelity Advisor Intl Small Cap Z
34.03
+0.27%
FIXIX Fidelity Advisor Intl Small Cap I
34.08
+0.26%
FERCX Fidelity Advisor Emerging Asia C
42.28
+0.26%
THORX Thornburg Global Opportunities R3
39.05
+0.26%
CPIEX Counterpoint Tactical Equity I
23.47
+0.26%
THOVX Thornburg Global Opportunities R4
39.21
+0.26%
THOAX Thornburg Global Opportunities A
39.55
+0.25%
FEATX Fidelity Advisor Emerging Asia M
47.65
+0.25%
OEGIX Invesco Discovery Mid Cap Growth R6
31.80
+0.25%
THOIX Thornburg Global Opportunities I
39.75
+0.25%
THOFX Thornburg Global Opportunities R5
39.82
+0.25%
THOGX Thornburg Global Opportunities R6
39.93
+0.25%
FSEAX Fidelity Emerging Asia
52.05
+0.25%
FTZCX FullerThaler Behvrll Uncnstd Eq C
48.21
+0.25%
FERIX Fidelity Advisor Emerging Asia I
52.68
+0.25%
FIQPX Fidelity Advisor Emerging Asia Z
52.75
+0.25%
FTZAX FullerThaler Behvrll Uncnstd Eq A
48.94
+0.25%
FTZFX FullerThaler Behvrll Uncnstd Eq R6
49.37
+0.24%
FIASX Fidelity Advisor Intl Small Cap A
33.07
+0.24%
FEAAX Fidelity Advisor Emerging Asia A
50.09
+0.24%
GQGRX GQG Partners Emerging Markets Equity R6
16.70
+0.24%
RAIWX Manning & Napier Rainier Intl Discv W
25.35
+0.24%
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.47
+0.23%
LCRIX Leuthold Core Investment Institutional
21.69
+0.23%
OEGYX Invesco Discovery Mid Cap Growth Y
30.90
+0.23%
QLEIX AQR Long-Short Equity I
17.82
+0.22%