PRZZX Mutual Fund
PRZZX Mutual Fund
PRZZX Mutual Fund
Franklin Retirement Advantage Plus 2040 Fund Class Y
PRZZX Mutual Fund Overview
PRZZX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class Y) is managed by Franklin Templeton Investments (US) with $4.4M in net assets. PRZZX expense ratio is 0.66%, holding 6 positions across various sectors. Inception date: 2004-11-01.
PRZZX performance shows a YTD return of 5.04%. The 1-year return is 7.51% and the 5-year return is 7.04%. PRZZX dividend yield stands at 1.82%.
PRZZX 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 PRZZX holdings, PRZZX sectors, or PRZZX dividends.
PRZZX can be compared against other funds. Use PRZZX overlap to find shared positions, or PRZZX vs another fund for a side-by-side view. PRZZX alternatives are available via the screener, along with tax-loss harvesting opportunities.