PREZX Mutual Fund
PREZX Mutual Fund
PREZX Mutual Fund
Franklin Retirement Advantage Plus 2030 Fund Class R6
PREZX Mutual Fund Overview
PREZX Mutual Fund (Franklin Retirement Advantage Plus 2030 Fund Class R6) is managed by Franklin Templeton Investments (US). PREZX expense ratio is 0.53%, holding 7 positions across various sectors. Inception date: 2016-09-01.
PREZX performance shows a YTD return of 2.29%. The 1-year return is 6.62% and the 5-year return is 4.99%. PREZX dividend yield stands at 2.16%, paid annually.
PREZX top holdings include Putnam Esg Core Bond Etf (50.6%), Putnam Sustainable Leaders Etf (19.2%), Putnam Sustainable Future Etf (8.8%), Putnam Esg Ultra Short Etf (8.2%), Putnam Esg High Yield Etf (7.3%). Go to all PREZX holdings, PREZX sectors, or PREZX dividends.
PREZX can be compared against other funds. Use PREZX overlap to find shared positions, or PREZX vs another fund for a side-by-side view. PREZX alternatives are available via the screener, along with tax-loss harvesting opportunities.