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 sectors including Unknown, Other. Inception date: 2020-09-01.
PHPDX performance shows a YTD return of 9.79%. The 1-year return is 21.33% and the 5-year return is 10.38%. PHPDX dividend yield stands at 3.14%, paid annually.
PHPDX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (87.4%), Putnam Short Term Investment Fund, Class P (1.2%). View all PHPDX holdings, sector breakdown, or dividend history.
PHPDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHPDX alternatives are available via the screener, along with tax-loss harvesting opportunities.