Morningstar

Franklin Retirement Advantage Plus 2060 Fund Class R6 PEFGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.92  /  −0.88 %
  • Total Assets 89.0M
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio −0.060%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.43%
  • Turnover 20%

USD | NAV as of Aug 19, 2026 | 1-Day Return as of Aug 19, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PEFGX

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

  • People Pillar

    The People Pillar is our evaluation of the PEFGX 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 PEFGX’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 2060 R6 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 PEFGX

More PEFGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Dynamic Asset Allocation Eq P

64.88 56M
—

Franklin Dynamic Asset Allocation Gr P

33.08 29M
—

Franklin BSP Lending R6

0.88 764,261
—

Clarion Partners Real Estate Inc I

0.88 758,000
—

Putnam Fds Tr

0.54 463,528
—

Usd

0.01 11,580
Cash and Equivalents

Usd

−0.27 −233,367
Cash and Equivalents

Sponsor Center