Morningstar

Franklin Retirement Advantage Plus 2030 Fund Class R3 Shares PADOX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 27.40  /  +0.29 %
  • Total Assets 547.8M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.560%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.68%
  • Turnover 18%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PADOX

Will PADOX 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 PADOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PADOX 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 PADOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Retirement Advantage Plus 2030 R3 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
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Portfolio Holdings PADOX

More PADOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Dynamic Asset Allocation Cnsrv P

37.85 206M
—

Putnam Multi-Asset Income P

24.51 134M
—

Putnam Dynamic Asset Allocation Bal P

24.29 133M
—

Putnam Fds Tr

5.84 32M
—

Franklin BSP Lending R6

3.74 20M
—

Clarion Partners Real Estate Inc I

3.71 20M
—

Cash And Equivalents

0.06 314,033
Cash and Equivalents

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