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 2.85%. The 1-year return is 5.07% and the 5-year return is 5.52%. PDIZX dividend yield stands at 5.40%.

PDIZX top holdings include Putnam Dynamic Asset Allocation Conservative Fund (56.0%), Franklin Multi-Asset Income Fund (23.8%), Putnam Dynamic Asset Allocation Balanced Fund (14.3%), Putnam Short Term Investment Fund, Class P (6.0%), Cash and Cash Equivalents (-0.0%). 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.