Franklin Retirement Advantage 2060 Fund Class R3 Shares
PAHJX
NASDAQ
| Weiss Ratings | PAHJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAHJX-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 | PAHJX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage 2060 Fund Class R3 Shares | |||
| Category | Target-Date 2060 | |||
| 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 | PAHJX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.91% | |||
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| Dividend Yield (Forward) | 1.47% | |||
| Asset Allocation | PAHJX-NASDAQ | Click to Compare |
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| Cash | -0.44% | |||
| Stock | 90.81% | |||
| U.S. Stock | 69.09% | |||
| Non-U.S. Stock | 21.72% | |||
| Bond | 5.75% | |||
| U.S. Bond | 5.08% | |||
| Non-U.S. Bond | 0.67% | |||
| Preferred | 0.03% | |||
| Convertible | 0.02% | |||
| Other Net | 3.83% | |||
| Price History | PAHJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.75% | |||
| 30-Day Total Return | 1.11% | |||
| 60-Day Total Return | 2.17% | |||
| 90-Day Total Return | 1.25% | |||
| Year to Date Total Return | 12.44% | |||
| 1-Year Total Return | 19.77% | |||
| 2-Year Total Return | 39.77% | |||
| 3-Year Total Return | 74.85% | |||
| 5-Year Total Return | 68.30% | |||
| Price | PAHJX-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 | PAHJX-NASDAQ | Click to Compare |
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| Nav | $14.55 | |||
| 1-Month Low NAV | $14.39 | |||
| 1-Month High NAV | $14.79 | |||
| 52-Week Low NAV | $12.36 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $14.79 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PAHJX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 11.43 | |||
| Balance Sheet | PAHJX-NASDAQ | Click to Compare |
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| Total Assets | 20.64M | |||
| Operating Ratios | PAHJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 31.00% | |||
| Performance | PAHJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 25.75% | |||
| Last Bear Market Total Return | -15.55% | |||