PREZX Mutual Fund

PREZX Mutual Fund (Franklin Retirement Advantage Plus 2030 Fund Class R6) is managed by Franklin Templeton Investments (US). PREZX expense ratio is 0.53%, holding 7 positions across various sectors. Inception date: 2016-09-01.

PREZX performance shows a YTD return of 1.84%. The 1-year return is 3.50% and the 5-year return is 5.00%. PREZX dividend yield stands at 2.17%.

PREZX top holdings include Putnam Dynamic Asset Allocation Conservative Fund (36.6%), Franklin Multi-Asset Income Fund (26.8%), Putnam Dynamic Asset Allocation Balanced Fund (22.6%), Putnam Short Term Investment Fund, Class P (6.3%), Franklin Bsp Lending Fund (3.9%). Go to all PREZX holdings, PREZX sectors, or PREZX dividends.

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