Franklin Lifesmart 2060 Fund Quote

FLFSX Fund  USD 10.94  0.12  1.11%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Franklin Lifesmart is trading at 10.94 as of the 24th of April 2024; that is 1.11 percent up since the beginning of the trading day. The fund's open price was 10.82. Franklin Lifesmart has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Lifesmart 2060 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of March 2023 and ending today, the 24th of April 2024. Click here to learn more.
Under normal market conditions, the investment manager allocates the funds assets among the broad asset classes of equity and fixed income investments and strategies by investing primarily in a distinctly-weighted combination of other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs and third-party ETFs, based on each underlying funds predominant asset class and strategy. More on Franklin Lifesmart 2060

Moving together with Franklin Mutual Fund

  0.95TEBIX Franklin Mutual BeaconPairCorr
  0.96TEDMX Templeton DevelopingPairCorr
  0.93TEDIX Franklin Mutual GlobalPairCorr
  0.93TEDSX Franklin Mutual GlobalPairCorr
  0.93TEDRX Franklin Mutual GlobalPairCorr
  0.92TEFRX Templeton ForeignPairCorr
  0.89TEFTX Templeton ForeignPairCorr

Franklin Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Franklin Lifesmart's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Franklin Lifesmart or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Target-Date 2060+ Funds, Target-Date 2060+, Franklin Templeton Investments (View all Sectors)
Update Date31st of March 2024
Franklin Lifesmart 2060 [FLFSX] is traded in USA and was established 24th of April 2024. Franklin Lifesmart is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Target-Date 2060+ category and is part of Franklin Templeton Investments family. Franklin Lifesmart 2060 currently has accumulated 4.95 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.02%.
Check Franklin Lifesmart Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Lifesmart 2060 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Franklin Lifesmart 2060 Mutual Fund Constituents

EFViShares MSCI EAFEEtfForeign Large Value
FCEEXFranklin Fund AllocatorMutual FundDiversified Emerging Mkts
FCENXFranklin International CoreMutual FundForeign Large Blend
FCEUXFranklin Core EquityMutual FundLarge Blend
FDEVXTempleton Developing MarketsMutual FundDiversified Emerging Mkts
FIFRXFranklin Growth FundMutual FundLarge Growth
FILRXFranklin International GrowthMutual FundForeign Large Growth
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Franklin Lifesmart Target Price Odds Analysis

Based on a normal probability distribution, the odds of Franklin Lifesmart jumping above the current price in 90 days from now is about 60.87%. The Franklin Lifesmart 2060 probability density function shows the probability of Franklin Lifesmart mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Franklin Lifesmart has a beta of 0.9316. This usually indicates Franklin Lifesmart 2060 market returns are sensitive to returns on the market. As the market goes up or down, Franklin Lifesmart is expected to follow. Additionally, franklin Lifesmart 2060 has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 10.94HorizonTargetOdds Above 10.94
38.73%90 days
 10.94 
60.87%
Based on a normal probability distribution, the odds of Franklin Lifesmart to move above the current price in 90 days from now is about 60.87 (This Franklin Lifesmart 2060 probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .

Franklin Lifesmart 2060 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Franklin Lifesmart market risk premium is the additional return an investor will receive from holding Franklin Lifesmart long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Franklin Lifesmart. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Franklin Lifesmart's alpha and beta are two of the key measurements used to evaluate Franklin Lifesmart's performance over the market, the standard measures of volatility play an important role as well.

Franklin Lifesmart Against Markets

Picking the right benchmark for Franklin Lifesmart mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Franklin Lifesmart mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Franklin Lifesmart is critical whether you are bullish or bearish towards Franklin Lifesmart 2060 at a given time. Please also check how Franklin Lifesmart's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Franklin Lifesmart without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Franklin Mutual Fund?

Before investing in Franklin Lifesmart, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Franklin Lifesmart. To buy Franklin Lifesmart fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Franklin Lifesmart. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Franklin Lifesmart fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Franklin Lifesmart 2060 fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Franklin Lifesmart 2060 fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Franklin Lifesmart 2060, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Franklin Lifesmart 2060?

The danger of trading Franklin Lifesmart 2060 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Franklin Lifesmart is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Franklin Lifesmart. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Franklin Lifesmart 2060 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Lifesmart 2060. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Please note, there is a significant difference between Franklin Lifesmart's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Lifesmart is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Lifesmart's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.