FTRAX Mutual Fund

FTRAX Mutual Fund (Franklin LifeSmart Retirement Income Fund Class A) is managed by Franklin Templeton Investments (US) with $33.2M in net assets. FTRAX expense ratio is 0.67%, holding 16 positions across sectors including Financials. Inception date: 2006-08-01.

FTRAX performance shows a YTD return of 5.34%. The 1-year return is 9.26% and the 5-year return is 4.20%. FTRAX dividend yield stands at 4.88%, paid monthly.

FTRAX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (18.6%), Brandywineglobal High Yield Fund (9.8%), Franklin U.S. Treasury Bond Etf (8.3%), Clearbridge Tactical Dividend Income Fund (8.1%), Franklin International Core Dividend Tilt Index Etf (8.1%). Go to all FTRAX holdings, FTRAX sectors, or FTRAX dividends.

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