PABTX Mutual Fund
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 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 6.80%. PABTX dividend yield stands at 1.81%, 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 International Equity Etf (12.3%), Putnam Esg Ultra Short Etf (5.8%). 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.