Franklin Retirement Advantage Plus 2065 Fund Class A
PCJQX
NASDAQ
| Weiss Ratings | PCJQX-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 | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton | |||
| Manager/Tenure (Years) | Brett Goldstein (5), Adrian H. Chan (5), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Franklin Retirement Advantage Plus 2065 Fund Class A | |||
| Category | Target-Date 2065 | |||
| 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 | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.09% | |||
| Dividend | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.28% | |||
| Stock | 93.74% | |||
| U.S. Stock | 71.63% | |||
| Non-U.S. Stock | 22.11% | |||
| Bond | 2.44% | |||
| U.S. Bond | 2.22% | |||
| Non-U.S. Bond | 0.22% | |||
| Preferred | 0.01% | |||
| Convertible | 0.01% | |||
| Other Net | 3.51% | |||
| Price History | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.29% | |||
| 30-Day Total Return | -1.01% | |||
| 60-Day Total Return | 2.85% | |||
| 90-Day Total Return | 1.10% | |||
| Year to Date Total Return | 8.73% | |||
| 1-Year Total Return | 10.95% | |||
| 2-Year Total Return | 20.96% | |||
| 3-Year Total Return | 58.18% | |||
| 5-Year Total Return | 53.26% | |||
| Price | PCJQX-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 | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $13.69 | |||
| 1-Month Low NAV | $13.55 | |||
| 1-Month High NAV | $13.88 | |||
| 52-Week Low NAV | $11.64 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $14.06 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.95 | |||
| Standard Deviation | 12.93 | |||
| Balance Sheet | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.21M | |||
| Operating Ratios | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.95% | |||
| Turnover Ratio | 37.00% | |||
| Performance | PCJQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.12% | |||
| Last Bear Market Total Return | -14.25% | |||