Franklin Retirement Advantage Plus 2035 Fund Class R
PUTR35R
NASDAQ
| Weiss Ratings | PUTR35R-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 | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Franklin Retirement Advantage Plus 2035 Fund Class R | |||
| Category | Target-Date 2035 | |||
| 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 | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.78% | |||
| Dividend | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.44% | |||
| Asset Allocation | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -2.79% | |||
| Stock | 67.86% | |||
| U.S. Stock | 55.55% | |||
| Non-U.S. Stock | 12.31% | |||
| Bond | 22.91% | |||
| U.S. Bond | 20.34% | |||
| Non-U.S. Bond | 2.57% | |||
| Preferred | 0.12% | |||
| Convertible | 0.05% | |||
| Other Net | 11.85% | |||
| Price History | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.38% | |||
| 30-Day Total Return | -0.80% | |||
| 60-Day Total Return | 0.34% | |||
| 90-Day Total Return | -0.04% | |||
| Year to Date Total Return | 3.53% | |||
| 1-Year Total Return | 4.53% | |||
| 2-Year Total Return | 10.84% | |||
| 3-Year Total Return | 39.51% | |||
| 5-Year Total Return | 32.23% | |||
| Price | PUTR35R-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 | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $23.41 | |||
| 1-Month Low NAV | $23.36 | |||
| 1-Month High NAV | $23.83 | |||
| 52-Week Low NAV | $21.42 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $23.95 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.66 | |||
| Standard Deviation | 9.19 | |||
| Balance Sheet | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 421.04M | |||
| Operating Ratios | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.30% | |||
| Turnover Ratio | 22.00% | |||
| Performance | PUTR35R-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.18% | |||
| Last Bear Market Total Return | -8.92% | |||