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 3.77%. The 1-year return is 5.09% and the 5-year return is 5.38%. PDIZX dividend yield stands at 5.35%, paid annually.

PDIZX top holdings include Putnam Dynamic Asset Allocation Conservative Fund (54.8%), Franklin Multi-Asset Income P (26.0%), Putnam Dynamic Asset Allocation Balanced Fund (13.2%), Putnam Short Term Investment Fund, Class P (6.0%). 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.