Franklin Retirement Advantage Plus 2030 Fund Class R
PUTR30R
NASDAQ
| Weiss Ratings | PUTR30R-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PUTR30R-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 | PUTR30R-NASDAQ | Click to Compare |
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| Fund Name | Franklin Retirement Advantage Plus 2030 Fund Class R | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 01, 2004 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PUTR30R-NASDAQ | Click to Compare |
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| Dividend Yield | 2.62% | |||
| Dividend | PUTR30R-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | PUTR30R-NASDAQ | Click to Compare |
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| Cash | 0.86% | |||
| Stock | 47.64% | |||
| U.S. Stock | 38.93% | |||
| Non-U.S. Stock | 8.71% | |||
| Bond | 39.57% | |||
| U.S. Bond | 34.55% | |||
| Non-U.S. Bond | 5.02% | |||
| Preferred | 0.29% | |||
| Convertible | 0.12% | |||
| Other Net | 11.52% | |||
| Price History | PUTR30R-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.43% | |||
| 30-Day Total Return | 0.09% | |||
| 60-Day Total Return | -1.49% | |||
| 90-Day Total Return | -1.35% | |||
| Year to Date Total Return | 1.89% | |||
| 1-Year Total Return | 2.66% | |||
| 2-Year Total Return | 10.00% | |||
| 3-Year Total Return | 28.66% | |||
| 5-Year Total Return | 21.92% | |||
| Price | PUTR30R-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 | PUTR30R-NASDAQ | Click to Compare |
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| Nav | $20.42 | |||
| 1-Month Low NAV | $20.42 | |||
| 1-Month High NAV | $20.54 | |||
| 52-Week Low NAV | $19.34 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $20.83 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PUTR30R-NASDAQ | Click to Compare |
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| Beta | 0.50 | |||
| Standard Deviation | 6.98 | |||
| Balance Sheet | PUTR30R-NASDAQ | Click to Compare |
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| Total Assets | 556.75M | |||
| Operating Ratios | PUTR30R-NASDAQ | Click to Compare |
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| Expense Ratio | 1.28% | |||
| Turnover Ratio | 129.00% | |||
| Performance | PUTR30R-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.89% | |||
| Last Bear Market Total Return | -7.02% | |||