Franklin Retirement Advantage 2055 Fund Class C Shares
PACWX
NASDAQ
| Weiss Ratings | PACWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PACWX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (5), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PACWX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage 2055 Fund Class C Shares | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PACWX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.06% | |||
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| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | PACWX-NASDAQ | Click to Compare |
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| Cash | 0.01% | |||
| Stock | 87.60% | |||
| U.S. Stock | 66.83% | |||
| Non-U.S. Stock | 20.77% | |||
| Bond | 8.60% | |||
| U.S. Bond | 7.57% | |||
| Non-U.S. Bond | 1.03% | |||
| Preferred | 0.06% | |||
| Convertible | 0.03% | |||
| Other Net | 3.71% | |||
| Price History | PACWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.42% | |||
| 30-Day Total Return | -0.28% | |||
| 60-Day Total Return | 0.71% | |||
| 90-Day Total Return | 1.58% | |||
| Year to Date Total Return | 11.09% | |||
| 1-Year Total Return | 13.41% | |||
| 2-Year Total Return | 32.70% | |||
| 3-Year Total Return | 78.31% | |||
| 5-Year Total Return | 66.10% | |||
| Price | PACWX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PACWX-NASDAQ | Click to Compare |
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| Nav | $14.12 | |||
| 1-Month Low NAV | $13.95 | |||
| 1-Month High NAV | $14.30 | |||
| 52-Week Low NAV | $12.15 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $14.40 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PACWX-NASDAQ | Click to Compare |
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| Beta | 0.82 | |||
| Standard Deviation | 10.70 | |||
| Balance Sheet | PACWX-NASDAQ | Click to Compare |
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| Total Assets | 28.49M | |||
| Operating Ratios | PACWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.55% | |||
| Turnover Ratio | 45.00% | |||
| Performance | PACWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.18% | |||
| Last Bear Market Total Return | -15.31% | |||