CIT: Franklin Total Advantage 2060 Fund Unit Class R6 (WLMTAX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	24.69
YTD Return	14.45%
1-Year Return	22.13%
5-Year Return	65.79%
52-Week Low	20.09
52-Week High	24.85
Beta (5Y)	0.88
Holdings	n/a
Inception Date	n/a

About WLMTAX

Franklin Total Advantage 2060 Fund Class R6 is a target-date mutual fund designed to help investors prepare for retirement around the year 2060. Its primary objective is to seek total return through a strategic balance of income and long-term capital appreciation, with an asset allocation that becomes more conservative as the 2060 target date approaches. The fund invests across multiple asset classes, primarily holding stocks and bonds, and currently features a concentrated portfolio where the top ten holdings make up a significant portion of total assets. It regularly adjusts its mix of equities and fixed income securities to align with its glide path, addressing the evolving risk tolerances of individuals as retirement nears. With a low expense ratio, Franklin Total Advantage 2060 Fund Class R6 is intended for investors seeking a managed, long-term approach to saving for retirement through a single diversified vehicle. Its benchmark is the S&P Target Date 2060 index, situating it among similar retirement-focused investment options in the financial market.

• Stock Exchange: NASDAQ
• Ticker Symbol: WLMTAX

Performance

WLMTAX had a total return of 22.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.25%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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