PDLTX Mutual Fund

PDLTX Mutual Fund (Franklin Retirement Advantage 2030 Fund Class A) is managed by Franklin Templeton Investments (US). PDLTX expense ratio is 0.80%, holding 4 positions across various sectors. Inception date: 2020-09-01.

PDLTX performance shows a YTD return of 3.43%. The 1-year return is 9.47% and the 5-year return is 5.46%. PDLTX dividend yield stands at 5.16%, paid annually.

PDLTX 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 PDLTX holdings, PDLTX sectors, or PDLTX dividends.

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