PBBZX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class C) is managed by Franklin Templeton Investments (US). PBBZX expense ratio is 1.55%, holding 3 positions across sectors including Unknown, Other. Inception date: 2020-09-01.

PBBZX performance shows a YTD return of 7.47%. The 1-year return is 23.67% and the 5-year return is 9.40%. PBBZX dividend yield stands at 1.78%, paid annually.

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

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