PRTFX Mutual Fund

PRTFX Mutual Fund (Franklin Retirement Advantage Plus 2060 Fund Class A) is managed by Franklin Templeton Investments (US) with $18.9M in net assets. PRTFX expense ratio is 0.85%, holding 5 positions across various sectors. Inception date: 2015-11-30.

PRTFX performance shows a YTD return of 5.92%. The 1-year return is 6.96% and the 5-year return is 7.98%. PRTFX dividend yield stands at 1.18%, paid annually.

PRTFX top holdings include Franklin Dynamic Asset Allocation Eq P (63.5%), Putnam Dynamic Asset Allocation Growth Fund (34.5%), Clarion Partners Real Estate Income Fund Class I Class I (0.8%), Franklin Bsp Lending Fund - R6 (0.8%), Putnam Short Term Investment Fund, Class P (0.5%). Go to all PRTFX holdings, PRTFX sectors, or PRTFX dividends.

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