PBAOX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class R) is managed by Franklin Templeton Investments (US). PBAOX expense ratio is 1.20%, holding 3 positions across sectors including Unknown, Other. Inception date: 2020-09-01.

PBAOX performance shows a YTD return of 7.77%. The 1-year return is 17.04% and the 5-year return is 8.52%. PBAOX dividend yield stands at 4.24%, paid annually.

PBAOX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (53.8%), Putnam Short Term Investment Fund, Class P (3.4%). View all PBAOX holdings, sector breakdown, or dividend history.

PBAOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.