CIT: Franklin Total Advantage 2055 Fund Unit Class R6 (WLMTCX)
| 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 | 23.76 |
| YTD Return | 11.16% |
| 1-Year Return | 22.33% |
| 5-Year Return | 66.13% |
| 52-Week Low | 19.41 |
| 52-Week High | 23.92 |
| Beta (5Y) | 0.89 |
| Holdings | n/a |
| Inception Date | n/a |
About WLMTCX
Legg Mason Total Advantage 2055 Fund Class R6 is a target-date mutual fund designed to help investors accumulate assets for retirement with a horizon set around the year 2055. This fund pursues a strategy aimed at generating total return, which combines long-term capital appreciation with income over time. Managed by Wilmington Trust, N.A., the fund employs a dynamic asset allocation approach, adjusting its investment mix to reduce risk as the target date approaches. The majority of assets are typically allocated to equities in the early years to maximize growth potential, with a gradual shift towards more conservative fixed-income and cash equivalents as the target date nears. As of July 2025, the fund manages approximately $12.1 million in net assets, with its top ten holdings comprising roughly 79% of total assets. The fund is structured for retirement investors, offering professional management and diversification. With an expense ratio of 0.50%, it provides a cost-efficient option within its peer group. Legg Mason Total Advantage 2055 Fund Class R6 serves a pivotal role for individuals seeking a turnkey solution to retirement savings, adjusting risk exposures automatically as retirement approaches.
Performance
WLMTCX had a total return of 22.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.87%.