PBBZX Mutual Fund
PBBZX Mutual Fund
PBBZX Mutual Fund
Franklin Retirement Advantage 2040 Fund Class C
PBBZX Mutual Fund Overview
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 various sectors. Inception date: 2020-09-01.
PBBZX performance shows a YTD return of 6.34%. The 1-year return is 14.62% and the 5-year return is 7.92%. PBBZX dividend yield stands at 1.80%, paid annually.
PBBZX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (53.8%), Putnam Short Term Investment Fund, Class P (3.4%). Go to all PBBZX holdings, PBBZX sectors, or PBBZX dividends.
PBBZX can be compared against other funds. Use PBBZX overlap to find shared positions, or PBBZX vs another fund for a side-by-side view. PBBZX alternatives are available via the screener, along with tax-loss harvesting opportunities.