Franklin Retirement Advantage 2065 Fund Class C Shares
PCKBX
NASDAQ
| Weiss Ratings | PCKBX-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 | PCKBX-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 | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Franklin Retirement Advantage 2065 Fund Class C Shares | |||
| Category | Target-Date 2065 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 30, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.13% | |||
| Dividend | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.55% | |||
| Stock | 93.43% | |||
| U.S. Stock | 71.37% | |||
| Non-U.S. Stock | 22.06% | |||
| Bond | 2.93% | |||
| U.S. Bond | 2.57% | |||
| Non-U.S. Bond | 0.36% | |||
| Preferred | 0.02% | |||
| Convertible | 0.01% | |||
| Other Net | 3.05% | |||
| Price History | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.39% | |||
| 30-Day Total Return | -0.19% | |||
| 60-Day Total Return | -1.31% | |||
| 90-Day Total Return | 1.82% | |||
| Year to Date Total Return | 11.64% | |||
| 1-Year Total Return | 12.34% | |||
| 2-Year Total Return | 33.07% | |||
| 3-Year Total Return | 87.40% | |||
| 5-Year Total Return | 65.44% | |||
| Price | PCKBX-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 | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.98 | |||
| 1-Month Low NAV | $14.83 | |||
| 1-Month High NAV | $15.25 | |||
| 52-Week Low NAV | $12.84 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $15.41 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.87 | |||
| Standard Deviation | 11.33 | |||
| Balance Sheet | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 7.27M | |||
| Operating Ratios | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.55% | |||
| Turnover Ratio | 48.00% | |||
| Performance | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 25.84% | |||
| Last Bear Market Total Return | -15.82% | |||