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NasdaqGM - Delayed Quote USD

Franklin LifeSmart 2035 Ret Trgt C (FTRCX)

14.19
-0.03
(-0.21%)
At close: 8:06:02 AM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
0.25
Min Subsequent Investment
25
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Pruco Securities, LLC
  • UBS Financial Services Inc
  • Protected Investors of America
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Edward Jones
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • JPMorgan INVEST
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Sterne, Agee & Leach, Inc.,
  • Ameritas NTFN
  • Firstrade
  • Thrivent – Advisory Eligible
  • Morgan Stanley Consulting Group Advisor
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • Waddell & Reed Choice MAP Flex
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard Load
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Prudential Advisors Command
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)

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.

Fund Overview

Category Target-Date 2035
Fund Family Franklin Templeton Investments
Net Assets 138.87M
YTD Return 0.36%
Yield 1.49%
Morningstar Rating
Inception Date Aug 01, 2006

Performance & Risk

YTD Return 1.57%
5y Average Return 9.07%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

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