Morningstar

Franklin Retirement Advantage Plus 2040 Fund Class R6 PREHX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $34.19  /  +0.47 %
  • Fund Size $431.7M
  • Adjusted Expense Ratio 0.560%
  • Net Expense Ratio −0.200%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.90%
  • Turnover Ratio 120%
NAV and 1-Day Return as of

Morningstar’s Analysis PREHX

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

  • People Pillar

    The People Pillar is our evaluation of the PREHX 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 PREHX’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 2040 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

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Portfolio Holdings PREHX

More PREHX 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 Gr P

55.93 240M
—

Franklin Dynamic Asset Allocation Bal P

34.44 148M
—

Putnam Fds Tr

4.08 18M
—

Franklin BSP Lending R6

2.93 13M
—

Clarion Partners Real Estate Inc I

2.93 13M
—

Usd

0.05 233,411
Cash and Equivalents

Usd

−0.37 −2M
Cash and Equivalents

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