PABTX Mutual Fund
PABTX Mutual Fund
Franklin Retirement Advantage Plus 2040 Fund Class R5
PABTX Mutual Fund Overview
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 sectors including Unknown. Inception date: 2021-01-04.
PABTX performance shows a YTD return of 5.34%. The 1-year return is 12.22% and the 5-year return is 7.11%. PABTX dividend yield stands at 1.79%, paid annually.
PABTX top holdings include Putnam Sustainable Leaders Etf (36.0%), Putnam Esg Core Bond Etf (21.6%), Putnam Sustainable Future Etf (17.1%), Putnam Panagora Esg Int Eq ETF (12.3%), Putnam Esg Ultra Short Etf (5.8%). View all PABTX holdings, sector breakdown, or dividend history.
PABTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PABTX alternatives are available via the screener, along with tax-loss harvesting opportunities.