Franklin Retirement Advantage Plus 2050 Fund Class R4 Shares
PAEHX
NASDAQ
| Weiss Ratings | PAEHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEHX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton | |||
| Manager/Tenure (Years) | Brett Goldstein (7), Adrian H. Chan (5), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PAEHX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage Plus 2050 Fund Class R4 Shares | |||
| Category | Target-Date 2050 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jan 04, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PAEHX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.48% | |||
| Dividend | PAEHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | PAEHX-NASDAQ | Click to Compare |
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| Cash | 0.34% | |||
| Stock | 82.47% | |||
| U.S. Stock | 62.90% | |||
| Non-U.S. Stock | 19.57% | |||
| Bond | 9.73% | |||
| U.S. Bond | 8.59% | |||
| Non-U.S. Bond | 1.14% | |||
| Preferred | 0.07% | |||
| Convertible | 0.03% | |||
| Other Net | 7.36% | |||
| Price History | PAEHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.43% | |||
| 30-Day Total Return | -0.27% | |||
| 60-Day Total Return | 0.76% | |||
| 90-Day Total Return | 1.70% | |||
| Year to Date Total Return | 7.99% | |||
| 1-Year Total Return | 9.03% | |||
| 2-Year Total Return | 19.97% | |||
| 3-Year Total Return | 60.17% | |||
| 5-Year Total Return | 50.04% | |||
| Price | PAEHX-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 | PAEHX-NASDAQ | Click to Compare |
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| Nav | $25.12 | |||
| 1-Month Low NAV | $24.83 | |||
| 1-Month High NAV | $25.42 | |||
| 52-Week Low NAV | $21.69 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $25.57 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PAEHX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 11.29 | |||
| Balance Sheet | PAEHX-NASDAQ | Click to Compare |
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| Total Assets | 288.08M | |||
| Operating Ratios | PAEHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.84% | |||
| Turnover Ratio | 114.00% | |||
| Performance | PAEHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.51% | |||
| Last Bear Market Total Return | -13.20% | |||