PRRZX Mutual Fund

PRRZX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class A) is managed by Franklin Templeton Investments (US) with $145.9M in net assets. PRRZX expense ratio is 0.91%, holding 8 positions across various sectors. Inception date: 2004-11-01.

PRRZX performance shows a YTD return of 4.26%. The 1-year return is 10.01% and the 5-year return is 6.75%. PRRZX dividend yield stands at 2.08%, paid annually.

PRRZX top holdings include Putnam Dynamic Asset Allocation Growth Fund (55.5%), Putnam Dynamic Asset Allocation Balanced Fund (34.5%), Putnam Short Term Investment Fund (4.1%), Franklin Bsp Lending Fund (3.0%), Clarion Partners Real Estate Income Fund Class I Class I (3.0%). Go to all PRRZX holdings, PRRZX sectors, or PRRZX dividends.

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