PDIZX Mutual Fund

PDIZX Mutual Fund (Franklin Retirement Advantage 2030 Fund Class R6) is managed by Franklin Templeton Investments (US). PDIZX expense ratio is 0.45%, holding 4 positions across various sectors. Inception date: 2019-12-31.

PDIZX performance shows a YTD return of 3.68%. The 1-year return is 9.84% and the 5-year return is 5.53%. PDIZX dividend yield stands at 5.35%, paid annually.

PDIZX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (58.6%), Putnam Multi-Asset Income Fund (19.2%), Putnam Short Term Investment Fund, Class P (5.9%). Go to all PDIZX holdings, PDIZX sectors, or PDIZX dividends.

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