PBAMX Mutual Fund
PBAMX Mutual Fund
PBAMX Mutual Fund
Franklin Retirement Advantage 2040 Fund Class R6
PBAMX Mutual Fund Overview
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 8.16%. The 1-year return is 17.97% and the 5-year return is 9.33%. PBAMX dividend yield stands at 4.50%, paid annually.
PBAMX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (53.8%), Putnam Short Term Investment Fund, Class P (3.4%). View all PBAMX holdings, sector breakdown, or dividend history.
PBAMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.