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Franklin Lifesmart Retirement Income Fund Class Adv: (MF: FLRDX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:13 PM ET

$10.88 USD

+0.01 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.11 69
3 months 3.79 62
6 months 7.13 65
1 Year 11.48 79
3 Year 10.66 72
5 Year 5.43 70
10 Year 5.94 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.25
5 Year 4.57
10 Year 5.16
Since Inception 4.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.71 3.44 3.63 2.10
2024 2.99 1.10 5.35 -1.04
2023 3.92 2.11 -1.74 7.37
2022 -4.12 -9.04 -4.52 6.13
2021 -0.12 3.52 -0.21 2.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.1110.258.5711.95-11.635.608.7512.16-2.215.085.55
% Total Return Rel to Index 0.19-7.96-16.45-14.286.57-23.07-9.64-19.332.17-16.70-6.38
% Total Return Rel to Peer -0.60-4.25-1.34-1.201.33-5.90-1.93-5.034.28-8.37-0.72
% Perf Quintile vs Peer* 4.005.000.004.002.005.004.005.001.005.004.00
% Dividends 0.080.560.550.550.490.460.470.440.460.460.39
% Yield 0.344.825.035.204.833.683.823.764.233.933.42
Capital Gains ($) 0.000.000.000.000.090.300.000.000.000.000.00
Expense Ratio 0.000.050.050.050.050.050.050.000.000.000.00

* 1 = Top 20%, 5 = Bottom 20%