Franklin Retirement Advantage 2050 Fund Class R Shares
PAEQX
NASDAQ
| Weiss Ratings | PAEQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEQX-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 | PAEQX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage 2050 Fund Class R Shares | |||
| Category | Target-Date 2050 | |||
| 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 | -- | |||
| Dividends and Shares | PAEQX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.01% | |||
| Dividend | PAEQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | PAEQX-NASDAQ | Click to Compare |
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| Cash | 0.71% | |||
| Stock | 83.34% | |||
| U.S. Stock | 63.53% | |||
| Non-U.S. Stock | 19.81% | |||
| Bond | 10.87% | |||
| U.S. Bond | 9.52% | |||
| Non-U.S. Bond | 1.35% | |||
| Preferred | 0.08% | |||
| Convertible | 0.04% | |||
| Other Net | 4.95% | |||
| Price History | PAEQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.04% | |||
| 30-Day Total Return | -2.06% | |||
| 60-Day Total Return | -2.06% | |||
| 90-Day Total Return | 1.37% | |||
| Year to Date Total Return | 9.57% | |||
| 1-Year Total Return | 12.07% | |||
| 2-Year Total Return | 30.20% | |||
| 3-Year Total Return | 74.83% | |||
| 5-Year Total Return | 57.59% | |||
| Price | PAEQX-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 | PAEQX-NASDAQ | Click to Compare |
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| Nav | $13.27 | |||
| 1-Month Low NAV | $13.27 | |||
| 1-Month High NAV | $13.50 | |||
| 52-Week Low NAV | $11.62 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $13.67 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PAEQX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 10.28 | |||
| Balance Sheet | PAEQX-NASDAQ | Click to Compare |
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| Total Assets | 37.84M | |||
| Operating Ratios | PAEQX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.20% | |||
| Turnover Ratio | 28.00% | |||
| Performance | PAEQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.50% | |||
| Last Bear Market Total Return | -14.73% | |||