PHPDX Mutual Fund

PHPDX Mutual Fund (Franklin Retirement Advantage 2050 Fund Class Y) is managed by Franklin Templeton Investments (US) with $100,000 in net assets. PHPDX expense ratio is 0.55%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PHPDX performance shows a YTD return of 8.89%. The 1-year return is 10.96% and the 5-year return is 9.49%. PHPDX dividend yield stands at 3.17%, paid annually.

PHPDX top holdings include Putnam Dynamic Asset Allocation Growth Fund (90.6%), Franklin Dynamic Asset Allocation Eq P (7.9%), Putnam Short Term Investment Fund, Class P (1.4%). 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.