PLZYX Mutual Fund

PLZYX Mutual Fund

NAV$10.60
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Fund Essentials

Net Assets
-
Expense Ratio
0.55%
Dividend Yield (Current)
3.42%
Holdings
4
Inception Date
Sep 1, 2020
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.44%
1 Year+8.58%
3 Year+8.46%

Asset Allocation

Other: 100.00%
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Dividend Summary

View Details →
Dividend Yield (Current)
3.42%
Frequency
Annually
Latest Distribution
$0.77
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PLZYX Mutual Fund Overview

PLZYX Mutual Fund (Putnam Retirement Advantage 2025 Fund Class Y) is managed by Franklin Templeton Investments (US). PLZYX expense ratio is 0.55%, holding 4 positions across various sectors. Inception date: 2020-09-01.

PLZYX performance shows a YTD return of 4.44%. The 1-year return is 8.58%. PLZYX dividend yield stands at 3.42%, paid annually.

PLZYX top holdings include a diversified portfolio. Go to all PLZYX holdings, PLZYX sectors, or PLZYX dividends.

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