PRRZX Mutual Fund

PRRZX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class A) is managed by Franklin Templeton Investments (US) with $145.9M in net assets. PRRZX expense ratio is 0.91%, holding 6 positions across various sectors. Inception date: 2004-11-01.

PRRZX performance shows a YTD return of 4.86%. The 1-year return is 7.26% and the 5-year return is 6.76%. PRRZX dividend yield stands at 2.11%.

PRRZX 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 PRRZX holdings, PRRZX sectors, or PRRZX dividends.

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