Franklin Retirement Advantage Plus 2030 Fund Class R6
PREZX
NASDAQ
| Weiss Ratings | PREZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PREZX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton | |||
| Manager/Tenure (Years) | Brett Goldstein (7), Adrian H. Chan (4), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PREZX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage Plus 2030 Fund Class R6 | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PREZX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.13% | |||
| Dividend | PREZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.46% | |||
| Asset Allocation | PREZX-NASDAQ | Click to Compare |
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| Cash | -0.61% | |||
| Stock | 48.10% | |||
| U.S. Stock | 39.21% | |||
| Non-U.S. Stock | 8.89% | |||
| Bond | 36.29% | |||
| U.S. Bond | 31.84% | |||
| Non-U.S. Bond | 4.45% | |||
| Preferred | 0.22% | |||
| Convertible | 0.11% | |||
| Other Net | 15.89% | |||
| Price History | PREZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.14% | |||
| 30-Day Total Return | -1.04% | |||
| 60-Day Total Return | 0.58% | |||
| 90-Day Total Return | -0.10% | |||
| Year to Date Total Return | 2.93% | |||
| 1-Year Total Return | 4.29% | |||
| 2-Year Total Return | 9.45% | |||
| 3-Year Total Return | 31.17% | |||
| 5-Year Total Return | 27.91% | |||
| Price | PREZX-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 | PREZX-NASDAQ | Click to Compare |
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| Nav | $27.40 | |||
| 1-Month Low NAV | $27.28 | |||
| 1-Month High NAV | $27.75 | |||
| 52-Week Low NAV | $25.74 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $27.79 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PREZX-NASDAQ | Click to Compare |
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| Beta | 0.51 | |||
| Standard Deviation | 7.32 | |||
| Balance Sheet | PREZX-NASDAQ | Click to Compare |
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| Total Assets | 554.84M | |||
| Operating Ratios | PREZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.53% | |||
| Turnover Ratio | 18.00% | |||
| Performance | PREZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.50% | |||
| Last Bear Market Total Return | -6.83% | |||