Franklin Lifesmart 2055 Fund Quote
| FLSZX Fund | USD 12.83 0.10 0.77% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Franklin Lifesmart is trading at 12.83 as of the 19th of April 2024; that is -0.77 percent decrease since the beginning of the trading day. The fund's open price was 12.93. Franklin Lifesmart has about a 21 % 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 2055 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th 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 underlying 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 2055
Moving together with Franklin Mutual Fund
| 0.95 | TEBIX | Franklin Mutual Beacon | PairCorr |
| 0.94 | TEDMX | Templeton Developing | PairCorr |
| 0.93 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.91 | TEDSX | Franklin Mutual Global | PairCorr |
| 0.93 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.93 | TEFRX | Templeton Foreign | PairCorr |
| 0.93 | TEFTX | Templeton Foreign | PairCorr |
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 Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Target-Date 2055 Funds, Target-Date 2055, Franklin Templeton Investments, Large Blend, Target-Date 2055 (View all Sectors) |
| Update Date | 31st of March 2024 |
Franklin Lifesmart 2055 [FLSZX] is traded in USA and was established 19th 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 2055 category and is part of Franklin Templeton Investments family. This fund currently has accumulated 13.33 M in assets under management (AUM) with no minimum investment requirementsFranklin Lifesmart 2055 is currently producing year-to-date (YTD) return of 6.49% with the current yeild of 0.02%, while the total return for the last 3 years was 5.43%.
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 2055 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 2055 Mutual Fund Constituents
| FOPPX | Franklin Growth Opportunities | Mutual Fund | Large Growth |
| FLCB | Franklin Templeton ETF | Etf | Intermediate Core Bond |
| QQQ | Invesco QQQ Trust | Etf | Large Growth |
| LMLSX | Clearbridge Large Cap | Mutual Fund | Large Value |
| IUSV | iShares Core SP | Etf | Large Value |
| FTFGX | Templeton Foreign Fund | Mutual Fund | Foreign Large Value |
| FRISX | Franklin Rising Dividends | Mutual Fund | Large Blend |
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 72.75%. The Franklin Lifesmart 2055 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 0.9326. This usually indicates Franklin Lifesmart 2055 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 2055 has an alpha of 0.0136, implying that it can generate a 0.0136 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Franklin Lifesmart to move above the current price in 90 days from now is about 72.75 (This Franklin Lifesmart 2055 probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .
Franklin Lifesmart 2055 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.
| Mean Deviation | 0.5489 | |||
| Semi Deviation | 0.6095 | |||
| Standard Deviation | 0.7179 | |||
| Variance | 0.5154 |
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 2055 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.Did you try this?
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Performance AnalysisCheck effects of mean-variance optimization against your current asset allocation |
| All Next | Launch Module |
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 2055 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 2055 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 2055, 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 2055?
The danger of trading Franklin Lifesmart 2055 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 2055 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 2055. 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 nation. Note that the Franklin Lifesmart 2055 information on this page should be used as a complementary analysis to other Franklin Lifesmart's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.