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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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 11.91%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

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

Risk Statistics

3 Years 5 Years 10 Years
FRTCXCategory AverageFRTCXCategory AverageFRTCXCategory Average
Alpha -1.33 0.01 -2.3 0 -2.13 0
BETA 0.76 0.01 0.72 0.01 0.68 0.01
Mean Annual Return 0.42 0.01 0.35 0.01 0.24 0
R-squared 97.79 0.91 96.64 0.9 93.23 0.88
Standard Deviation 9.23 0.07 8.31 0.05 7.11 0.05
Sharpe Ratio 0.04 0.01 0.17 0.01 0.12 0.01
Treynor Ratio -0.07 0.12 1.48 0.09 0.91 0.08

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