Franklin Retirement Advantage 2050 Fund Class Y Shares
PHPDX
NASDAQ
| Weiss Ratings | PHPDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PHPDX-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 | PHPDX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage 2050 Fund Class Y Shares | |||
| Category | Target-Date 2050 | |||
| 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 | PHPDX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.93% | |||
| Dividend | PHPDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.48% | |||
| Asset Allocation | PHPDX-NASDAQ | Click to Compare |
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| Cash | -0.82% | |||
| Stock | 83.18% | |||
| U.S. Stock | 63.24% | |||
| Non-U.S. Stock | 19.94% | |||
| Bond | 11.35% | |||
| U.S. Bond | 9.96% | |||
| Non-U.S. Bond | 1.39% | |||
| Preferred | 0.07% | |||
| Convertible | 0.04% | |||
| Other Net | 6.17% | |||
| Price History | PHPDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.80% | |||
| 30-Day Total Return | 1.03% | |||
| 60-Day Total Return | 1.87% | |||
| 90-Day Total Return | 1.11% | |||
| Year to Date Total Return | 11.64% | |||
| 1-Year Total Return | 18.69% | |||
| 2-Year Total Return | 37.39% | |||
| 3-Year Total Return | 70.50% | |||
| 5-Year Total Return | 63.45% | |||
| Price | PHPDX-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 | PHPDX-NASDAQ | Click to Compare |
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| Nav | $13.61 | |||
| 1-Month Low NAV | $13.47 | |||
| 1-Month High NAV | $13.83 | |||
| 52-Week Low NAV | $11.72 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $13.83 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PHPDX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 10.58 | |||
| Balance Sheet | PHPDX-NASDAQ | Click to Compare |
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| Total Assets | 35.93M | |||
| Operating Ratios | PHPDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 28.00% | |||
| Performance | PHPDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.17% | |||
| Last Bear Market Total Return | -14.61% | |||