PHPDX Mutual Fund
PHPDX Mutual Fund
PHPDX Mutual Fund
Franklin Retirement Advantage 2050 Fund Class Y
PHPDX Mutual Fund Overview
PHPDX Mutual Fund (Franklin Retirement Advantage 2050 Fund Class Y) is managed by Franklin Templeton Investments (US). PHPDX expense ratio is 0.55%, holding 3 positions across various sectors. Inception date: 2020-09-01.
PHPDX performance shows a YTD return of 8.73%. The 1-year return is 18.99% and the 5-year return is 9.99%. PHPDX dividend yield stands at 3.17%, paid annually.
PHPDX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (87.4%), Putnam Short Term Investment Fund, Class P (1.2%). Go to all PHPDX holdings, PHPDX sectors, or PHPDX dividends.
PHPDX can be compared against other funds. Use PHPDX overlap to find shared positions, or PHPDX vs another fund for a side-by-side view. PHPDX alternatives are available via the screener, along with tax-loss harvesting opportunities.