Morningstar

Franklin Retirement Advantage Plus 2030 Fund Class R5 Shares PADRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
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Morningstar’s Analysis PADRX

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

  • People Pillar

    The People Pillar is our evaluation of the PADRX 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 PADRX’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 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.

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Portfolio Holdings PADRX

More PADRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
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  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Dynamic Asset Allocation Cnsv P

36.54 201M
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Franklin Multi-Asset Income P

26.74 147M
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Franklin Dynamic Asset Allocation Bal P

22.46 124M
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Putnam Fds Tr

6.00 33M
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Franklin BSP Lending R6

3.70 20M
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Clarion Partners Real Estate Inc I

3.67 20M
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Usd

0.89 5M
Cash and Equivalents

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