PABTX Mutual Fund

PABTX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class R5) is managed by Franklin Templeton Investments (US). PABTX expense ratio is 0.66%, holding 6 positions across various sectors. Inception date: 2021-01-04.

PABTX performance shows a YTD return of 5.05%. The 1-year return is 7.54% and the 5-year return is 6.80%. PABTX dividend yield stands at 1.80%.

PABTX top holdings include Putnam Dynamic Asset Allocation Growth Fund (55.8%), Putnam Dynamic Asset Allocation Balanced Fund (34.3%), Putnam Short Term Investment Fund, Class P (4.1%), Clarion Partners Real Estate Income Fund Class I Class I (2.9%), Franklin Bsp Lending Fund - R6 (2.9%). Go to all PABTX holdings, PABTX sectors, or PABTX dividends.

PABTX can be compared against other funds. Use PABTX overlap to find shared positions, or PABTX vs another fund for a side-by-side view. PABTX alternatives are available via the screener, along with tax-loss harvesting opportunities.