Morningstar

Franklin Retirement Advantage Plus Maturity Fund Class R3 PACKX

Medalist Rating as of Aug 31, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks as high a rate of current income as Putnam Investment Management, LLC believes is consistent with preservation of capital. The fund employs an asset allocation strategy designed for investors who are already in retirement or who plan to retire (or otherwise begin withdrawing the invested funds) in the near future. It is designed to provide diversification among different asset classes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PRMYX	Franklin Retirement Advantage Plus Maturity Fund Class Y	Institutional	Open			Nov 1, 2004	$568.40M	0.680%	High	$0	−$38.09M
PRMAX	Franklin Retirement Advantage Plus Maturity Fund Class A	Front Load	Open			Nov 1, 2004	$36.79M	0.930%	High	$0	−$7.05M
PRMCX	Franklin Retirement Advantage Plus Maturity Fund Class C	Level Load	Open			Nov 1, 2004	$236,908.00	1.670%	High	$0	−$128,204.27
PREWX	Franklin Retirement Advantage Plus Maturity Fund Class R6	Retirement, Large	Open			Sep 1, 2016	$2.21M	0.580%	High	$0	−$788,066.60
PACPX	Franklin Retirement Advantage Plus Maturity Fund Class R4	Retirement, Large	Open			Jan 4, 2021	$97,617.00	0.820%	High	$0	−$1.07M
PACQX	Franklin Retirement Advantage Plus Maturity Fund Class R5	Retirement, Large	Open			Jan 4, 2021	$12,028.00	0.680%	High	$0	−$205.14
PRMKX	Franklin Retirement Advantage Plus Maturity Fund Class R	Retirement, Medium	Open			Nov 1, 2004	$1.42M	1.330%	High	$0	$51,027.13
PACKX	Franklin Retirement Advantage Plus Maturity Fund Class R3	Retirement, Medium	Open			Jan 4, 2021	$3.88M	1.070%	Above Average	$0	−$747,744.78

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