FRTAX Mutual Fund
FRTAX Mutual Fund
FRTAX Mutual Fund
Franklin LifeSmart 2035 Retirement Target Fund Class A
FRTAX Mutual Fund Overview
FRTAX Mutual Fund (Franklin LifeSmart 2035 Retirement Target Fund Class A) is managed by Franklin Templeton Investments (US) with $67.9M in net assets. FRTAX expense ratio is 0.70%, holding 22 positions across sectors including Financials. Inception date: 2006-08-01.
FRTAX performance shows a YTD return of 7.79%. The 1-year return is 11.38% and the 5-year return is 7.24%. FRTAX dividend yield stands at 2.22%.
FRTAX top holdings include Franklin US Core Equity IU Fund (21.6%), Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (11.8%), Franklin International Core Equity IU Fund (10.1%), Putnam Large Cap Value Fund (6.0%), Franklin Liberty Investment Grade Corporate ETF ETF USD Npv Tis A/c #21558 (5.5%). Go to all FRTAX holdings, FRTAX sectors, or FRTAX dividends.
FRTAX can be compared against other funds. Use FRTAX overlap to find shared positions, or FRTAX vs another fund for a side-by-side view. FRTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.