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Franklin Lifesmart Retirement Income Fund Class C: (MF: FRTCX)

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

$10.70 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 2.98 73
3 months 3.49 69
6 months 6.50 74
1 Year 10.32 84
3 Year 9.55 81
5 Year 4.36 84
10 Year 4.88 88

* 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 7.98
5 Year 3.52
10 Year 4.10
Since Inception 4.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.46 3.22 3.33 1.79
2024 2.77 0.85 4.97 -1.21
2023 3.61 1.87 -2.03 7.22
2022 -4.37 -9.28 -4.69 5.78
2021 -0.30 3.21 -0.48 2.13

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.989.087.4810.88-12.544.587.6211.13-3.294.074.46
% Total Return Rel to Index 0.13-9.14-17.54-15.365.66-24.09-10.77-20.351.09-17.72-7.47
% Total Return Rel to Peer -0.66-5.42-2.43-2.270.42-6.91-3.06-6.053.20-9.38-1.81
% Perf Quintile vs Peer* 4.005.000.004.002.005.005.005.001.005.004.00
% Dividends 0.060.450.450.450.370.330.350.330.350.340.24
% Yield 0.263.964.154.263.722.762.922.903.253.012.17
Capital Gains ($) 0.000.000.000.000.090.300.000.000.000.000.05
Expense Ratio 0.001.051.051.051.051.051.051.041.051.051.04

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