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Franklin LifeSmart¿ 2020 Retire Trgt CFLRQX

Performance (before sales charge)

As of 08/31/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 08/31/2024
Stock
29.02%
Non-U.S. Stock
16.45%
Bond
43.24%
Non-U.S. Bond
8.03%
Preferred
0.04%
Convertible
0.01%
Cash
3.08%
Other
0.12%

Due to rounding, percentages may not equal 100%.

Sectors

As of 08/31/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 08/31/2024

Franklin U.S. Core Bond ETF
18.97%
Franklin U.S. Core Equity Advisor
14.06%
Western Asset Core Plus Bond IS
9.99%
Franklin U.S. Treasury Bond ETF
9.49%
Franklin International Core Equity Adv
7.75%
Franklin Growth R6
6.32%
BrandywineGLOBAL Global Opp Bond IS
3.78%
Franklin US Large Cap Mltfctr Idx ETF
3.20%
ClearBridge Large Cap Value IS
2.64%
Franklin Emerging Market Core Equity Adv
2.59%
Fund assets

$26.4 Million

Share class

C

Morningstar category

Target-Date 2020

Expense ratio

1.45%

Investment objective

Asset Allocation

Documents
    Compare against similar funds*

    * “Similar funds” are top 10 performing funds in the same Morningstar category and share class , defaulted to 5 Year at NAV.