Franklin Retirement Advantage 2055 Fund Class R4 Shares
PAHFX
NASDAQ
| Weiss Ratings | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Franklin Retirement Advantage 2055 Fund Class R4 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 | -- | |||
| Dividends and Shares | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.63% | |||
| Dividend | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.47% | |||
| Asset Allocation | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.67% | |||
| Stock | 87.20% | |||
| U.S. Stock | 66.32% | |||
| Non-U.S. Stock | 20.88% | |||
| Bond | 8.78% | |||
| U.S. Bond | 7.72% | |||
| Non-U.S. Bond | 1.06% | |||
| Preferred | 0.06% | |||
| Convertible | 0.03% | |||
| Other Net | 4.61% | |||
| Price History | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.82% | |||
| 30-Day Total Return | 1.12% | |||
| 60-Day Total Return | 2.05% | |||
| 90-Day Total Return | 1.19% | |||
| Year to Date Total Return | 12.13% | |||
| 1-Year Total Return | 19.30% | |||
| 2-Year Total Return | 38.83% | |||
| 3-Year Total Return | 73.19% | |||
| 5-Year Total Return | 66.50% | |||
| Price | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.42 | |||
| 1-Month Low NAV | $14.26 | |||
| 1-Month High NAV | $14.65 | |||
| 52-Week Low NAV | $12.33 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $14.65 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.82 | |||
| Standard Deviation | 11.02 | |||
| Balance Sheet | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 26.51M | |||
| Operating Ratios | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.70% | |||
| Turnover Ratio | 45.00% | |||
| Performance | PAHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 25.00% | |||
| Last Bear Market Total Return | -15.10% | |||