Franklin Retirement Advantage Plus 2060 Fund Class R3 Shares
PAEVX
NASDAQ
| Weiss Ratings | PAEVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEVX-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 | PAEVX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage Plus 2060 Fund Class R3 Shares | |||
| Category | Target-Date 2060 | |||
| 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 | PAEVX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.07% | |||
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| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | PAEVX-NASDAQ | Click to Compare |
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| Cash | -0.36% | |||
| Stock | 90.98% | |||
| U.S. Stock | 69.48% | |||
| Non-U.S. Stock | 21.50% | |||
| Bond | 4.85% | |||
| U.S. Bond | 4.32% | |||
| Non-U.S. Bond | 0.53% | |||
| Preferred | 0.03% | |||
| Convertible | 0.02% | |||
| Other Net | 4.49% | |||
| Price History | PAEVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.41% | |||
| 30-Day Total Return | -0.05% | |||
| 60-Day Total Return | 1.08% | |||
| 90-Day Total Return | 2.06% | |||
| Year to Date Total Return | 8.67% | |||
| 1-Year Total Return | 9.64% | |||
| 2-Year Total Return | 21.32% | |||
| 3-Year Total Return | 64.74% | |||
| 5-Year Total Return | 54.17% | |||
| Price | PAEVX-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 | PAEVX-NASDAQ | Click to Compare |
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| Nav | $16.78 | |||
| 1-Month Low NAV | $16.54 | |||
| 1-Month High NAV | $16.96 | |||
| 52-Week Low NAV | $14.27 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $17.07 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PAEVX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 12.22 | |||
| Balance Sheet | PAEVX-NASDAQ | Click to Compare |
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| Total Assets | 89.73M | |||
| Operating Ratios | PAEVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.10% | |||
| Turnover Ratio | 117.00% | |||
| Performance | PAEVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.54% | |||
| Last Bear Market Total Return | -14.19% | |||