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 6.41%. PRRZX dividend yield stands at 2.12%, paid annually.

PRRZX top holdings include Putnam Sustainable Leaders Etf (36.0%), Putnam Esg Core Bond Etf (21.6%), Putnam Sustainable Future Etf (17.1%), Putnam Panagora Esg International Equity Etf (12.3%), Putnam Esg Ultra Short Etf (5.8%). 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.