CIT: Franklin Total Advantage 2055 Fund Unit Class R6 (WLMTCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

24.66

+0.07 (0.27%)

At close: Aug 27, 2026

22.21% (1Y)

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	24.59
YTD Return	14.26%
1-Year Return	21.88%
5-Year Return	65.47%
52-Week Low	20.05
52-Week High	24.75
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.

Stock Exchange NASDAQ

Ticker Symbol WLMTCX

Performance

WLMTCX had a total return of 21.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.06%.