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 7.14%. The 1-year return is 16.39% and the 5-year return is 7.31%. FRTAX dividend yield stands at 4.93%, paid quarterly.
FRTAX top holdings include Franklin US Core Equity IU Fund (22.7%), Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (11.6%), Franklin International Core Equity IU Fund (8.9%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (6.2%), Franklin Growth Fund (5.8%). 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.