PALZX Mutual Fund
PALZX Mutual Fund
PALZX Mutual Fund
Franklin Retirement Advantage 2040 Fund Class Y
PALZX Mutual Fund Overview
PALZX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class Y) is managed by Franklin Templeton Investments (US). PALZX expense ratio is 0.55%, holding 3 positions across various sectors. Inception date: 2020-09-01.
PALZX performance shows a YTD return of 8.08%. The 1-year return is 17.78% and the 5-year return is 9.21%. PALZX dividend yield stands at 4.41%, paid annually.
PALZX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (53.8%), Putnam Short Term Investment Fund, Class P (3.4%). View all PALZX holdings, sector breakdown, or dividend history.
PALZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PALZX alternatives are available via the screener, along with tax-loss harvesting opportunities.