PRTFX Mutual Fund
PRTFX Mutual Fund
Franklin Retirement Advantage Plus 2060 Fund Class A
PRTFX Mutual Fund Overview
PRTFX Mutual Fund (Franklin Retirement Advantage Plus 2060 Fund Class A) is managed by Franklin Templeton Investments (US). PRTFX expense ratio is 0.85%, holding 8 positions across sectors including Unknown. Inception date: 2015-11-30.
PRTFX performance shows a YTD return of 6.89%. The 1-year return is 17.78% and the 5-year return is 9.28%. PRTFX dividend yield stands at 1.17%, paid annually.
PRTFX top holdings include Putnam Sustainable Leaders Etf (45.8%), Putnam Sustainable Future Etf (22.4%), Putnam Panagora Esg Int Eq ETF (17.8%), Putnam Sustainable Retirement 2055 Fund Class R (6.2%), Putnam Esg Core Bond Etf (4.5%). View all PRTFX holdings, sector breakdown, or dividend history.
PRTFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PRTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.