CIT: Franklin Total Advantage 2050 Fund Unit Class R6 (WLMTDX)

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	24.31
YTD Return	13.85%
1-Year Return	21.20%
5-Year Return	62.92%
52-Week Low	19.94
52-Week High	24.46
Beta (5Y)	0.87
Holdings	n/a
Inception Date	n/a

About WLMTDX

Franklin Total Advantage 2050 Fund Class R6 is a target-date mutual fund designed to support investors planning to retire around the year 2050. Its primary objective is to seek a total return, combining income and long-term capital appreciation, through a diversified portfolio. The fund dynamically adjusts its allocation among various asset classes—including equities, fixed income, and potentially alternative investments—gradually becoming more conservative as 2050 approaches. This strategy aims to balance growth potential in the earlier years with reducing risk as the target date nears, making it suitable for individuals with long-term retirement planning horizons. Key sector exposures within the portfolio include allocations to consumer defensive, energy, and basic materials, among others. With a competitive expense ratio of 0.26% and an asset base near $22 million, the fund plays a specialized role for investors seeking a professionally managed solution that evolves automatically as retirement approaches, helping to simplify long-term investment decisions.

• Stock Exchange: NASDAQ
• Ticker Symbol: WLMTDX

Performance

WLMTDX had a total return of 21.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.84%.

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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