Morningstar

Franklin Retirement Advantage Plus 2045 Fund Class R5 Shares PACHX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $34.48  /  −0.89 %
  • Fund Size $374.3M
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2045
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.55%
  • Turnover Ratio 116%
NAV and 1-Day Return as of

Morningstar’s Analysis PACHX

Will PACHX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PACHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PACHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PACHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Retirement Advantage Pl 2045 R5 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PACHX

More PACHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Dynamic Asset Allocation Gr P

84.86 319M
—

Franklin Dynamic Asset Allocation Eq P

5.96 22M
—

Putnam Fds Tr

3.19 12M
—

Franklin BSP Lending R6

2.04 8M
—

Clarion Partners Real Estate Inc I

2.04 8M
—

Franklin Dynamic Asset Allocation Bal P

1.74 7M
—

Usd

0.17 628,505
Cash and Equivalents

Sponsor Center