PABTX Mutual Fund

PABTX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class R5) is managed by Franklin Templeton Investments (US). PABTX expense ratio is 0.66%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PABTX performance shows a YTD return of 4.40%. The 1-year return is 10.29% and the 5-year return is 7.02%. PABTX dividend yield stands at 1.77%, paid annually.

PABTX top holdings include Putnam Dynamic Asset Allocation Growth Fund (55.5%), Putnam Dynamic Asset Allocation Balanced Fund (34.5%), Putnam Short Term Investment Fund (4.1%), Franklin Bsp Lending Fund (3.0%), Clarion Partners Real Estate Income Fund Class I Class I (3.0%). Go to all PABTX holdings, PABTX sectors, or PABTX dividends.

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