PBAOX Mutual Fund

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 various sectors. Inception date: 2020-09-01.

PBAOX performance shows a YTD return of 6.62%. The 1-year return is 15.10% and the 5-year return is 8.30%. PBAOX dividend yield stands at 4.20%, paid annually.

PBAOX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (59.5%), Putnam Dynamic Asset Allocation Growth Fund (36.7%), Putnam Short Term Investment Fund, Class P (3.8%), Cash and Cash Equivalents (-0.0%). Go to all PBAOX holdings, PBAOX sectors, or PBAOX dividends.

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