Franklin Lifesmart 2060 Fund Manager Performance Evaluation

FLFSX Fund  USD 14.27  0.07  0.49%   
The fund shows a Beta (market volatility) of 0.72, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Lifesmart's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Lifesmart is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Lifesmart 2060 are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Franklin Lifesmart is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Franklin Lifesmart Relative Risk vs. Return Landscape

If you would invest  1,350  in Franklin Lifesmart 2060 on November 5, 2025 and sell it today you would earn a total of  77.00  from holding Franklin Lifesmart 2060 or generate 5.7% return on investment over 90 days. Franklin Lifesmart 2060 is currently producing 0.0947% returns and takes up 0.6725% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Franklin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Franklin Lifesmart is expected to generate 0.89 times more return on investment than the market. However, the company is 1.13 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of risk.

Franklin Lifesmart Current Valuation

Fairly Valued
Today
14.27
Please note that Franklin Lifesmart's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Lifesmart 2060 shows a prevailing Real Value of $14.12 per share. The current price of the fund is $14.27. We determine the value of Franklin Lifesmart 2060 from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Franklin Lifesmart is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Lifesmart's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  14.27 Real  14.12 Hype  14.27 Naive  14.33
The intrinsic value of Franklin Lifesmart's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Franklin Lifesmart's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
14.12
Real Value
14.79
Upside
Estimating the potential upside or downside of Franklin Lifesmart 2060 helps investors to forecast how Franklin mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Franklin Lifesmart more accurately as focusing exclusively on Franklin Lifesmart's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.7414.0614.37
Details
Hype
Prediction
LowEstimatedHigh
13.6014.2714.94
Details
Naive
Forecast
LowNext ValueHigh
13.6614.3315.00
Details
Below is the normalized historical share price chart for Franklin Lifesmart 2060 extending back to January 29, 2021. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Franklin Lifesmart stands at 14.27, as last reported on the 3rd of February, with the highest price reaching 14.27 and the lowest price hitting 14.27 during the day.
 
Covid
 
Interest Hikes

Franklin Lifesmart Target Price Odds to finish over Current Price

The tendency of Franklin Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 14.27 90 days 14.27 
under 4
Based on a normal probability distribution, the odds of Franklin Lifesmart to move above the current price in 90 days from now is under 4 (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) .
Assuming the 90 days horizon Franklin Lifesmart has a beta of 0.72. This usually indicates as returns on the market go up, Franklin Lifesmart average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Lifesmart 2060 will be expected to be much smaller as well. Additionally Franklin Lifesmart 2060 has an alpha of 0.0279, implying that it can generate a 0.0279 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Franklin Lifesmart Price Density   
       Price  

Predictive Modules for Franklin Lifesmart

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Franklin Lifesmart 2060. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Franklin Lifesmart's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
13.6014.2714.94
Details
Intrinsic
Valuation
LowRealHigh
13.4514.1214.79
Details
Naive
Forecast
LowNextHigh
13.6614.3315.00
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.7414.0614.37
Details

Franklin Lifesmart Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Lifesmart is not an exception. The market had few large corrections towards the Franklin Lifesmart's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Franklin Lifesmart 2060, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Lifesmart within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.03
β
Beta against Dow Jones0.72
σ
Overall volatility
0.30
Ir
Information ratio 0.02

Franklin Lifesmart Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Franklin Lifesmart for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Lifesmart 2060 can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains about 6.15% of its assets under management (AUM) in cash

Franklin Lifesmart Fundamentals Growth

Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Lifesmart, and Franklin Lifesmart fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Mutual Fund performance.

About Franklin Lifesmart Performance

Evaluating Franklin Lifesmart's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Lifesmart has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Franklin Lifesmart has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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 affiliated mutual funds and ETFs and third-party ETFs, based on each underlying funds predominant asset class and strategy.

Things to note about Franklin Lifesmart 2060 performance evaluation

Checking the ongoing alerts about Franklin Lifesmart for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Lifesmart 2060 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains about 6.15% of its assets under management (AUM) in cash
Evaluating Franklin Lifesmart's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Franklin Lifesmart's mutual fund performance include:
  • Analyzing Franklin Lifesmart's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Lifesmart's stock is overvalued or undervalued compared to its peers.
  • Examining Franklin Lifesmart's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Franklin Lifesmart's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Lifesmart's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Franklin Lifesmart's mutual fund. These opinions can provide insight into Franklin Lifesmart's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Franklin Lifesmart's mutual fund performance is not an exact science, and many factors can impact Franklin Lifesmart's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Franklin Mutual Fund

Franklin Lifesmart financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Lifesmart security.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Equity Valuation
Check real value of public entities based on technical and fundamental data