Morningstar

Franklin Retirement Advantage Plus 2055 Fund Class R4 PAEPX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.99  /  +1.20 %
  • Total Assets 182.1M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.190%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.34%
  • Turnover 18%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PAEPX

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

  • People Pillar

    The People Pillar is our evaluation of the PAEPX 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 PAEPX’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 2055 R4 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 PAEPX

More PAEPX 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

54.61 100M
—

Franklin Dynamic Asset Allocation Eq P

42.45 78M
—

Franklin BSP Lending R6

1.18 2M
—

Clarion Partners Real Estate Inc I

1.17 2M
—

Putnam Fds Tr

0.40 739,284
—

Usd

0.19 341,956
Cash and Equivalents

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