PBAMX Mutual Fund

PBAMX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class R6) is managed by Franklin Templeton Investments (US). PBAMX expense ratio is 0.45%, holding 3 positions across various sectors. Inception date: 2019-12-31.

PBAMX performance shows a YTD return of 7.11%. The 1-year return is 15.92% and the 5-year return is 8.95%. PBAMX dividend yield stands at 4.55%, paid annually.

PBAMX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (53.8%), Putnam Short Term Investment Fund, Class P (3.4%). Go to all PBAMX holdings, PBAMX sectors, or PBAMX dividends.

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