PALZX Mutual Fund

PALZX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class Y) is managed by Franklin Templeton Investments (US) with $100,000 in net assets. PALZX expense ratio is 0.55%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PALZX performance shows a YTD return of 7.29%. The 1-year return is 9.04% and the 5-year return is 8.43%. PALZX dividend yield stands at 4.45%, paid annually.

PALZX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (62.3%), Putnam Dynamic Asset Allocation Growth Fund (33.8%), Putnam Short Term Investment Fund, Class P (3.7%). Go to all PALZX holdings, PALZX sectors, or PALZX dividends.

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