NasdaqGM - Delayed Quote USD
Franklin LifeSmart Retment Inc A (FTRAX)
10.33
-0.01
(-0.10%)
At close: 8:04:21 PM EDT
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 | 12.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 0.51% |
| 5y Average Return | 4.88% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FTRAX | Category Average | FTRAX | Category Average | FTRAX | Category Average | |
| Alpha | -0.52 | 0.01 | -1.5 | 0 | -1.36 | 0 |
| BETA | 0.76 | 0.01 | 0.72 | 0.01 | 0.68 | 0.01 |
| Mean Annual Return | 0.48 | 0.01 | 0.42 | 0.01 | 0.3 | 0 |
| R-squared | 97.84 | 0.91 | 96.76 | 0.9 | 93.22 | 0.88 |
| Standard Deviation | 9.2 | 0.07 | 8.3 | 0.05 | 7.1 | 0.05 |
| Sharpe Ratio | 0.13 | 0.01 | 0.26 | 0.01 | 0.23 | 0.01 |
| Treynor Ratio | 1.05 | 0.12 | 2.62 | 0.09 | 2.08 | 0.08 |
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