PRTFX Mutual Fund

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 various sectors. Inception date: 2015-11-30.

PRTFX performance shows a YTD return of 8.45%. The 1-year return is 14.62% and the 5-year return is 8.44%. PRTFX dividend yield stands at 1.15%, paid annually.

PRTFX top holdings include Franklin Dynamic Asset Allocation Balanced Ltd (64.7%), Putnam Dynamic Asset Allocation Growth Fund (33.0%), Clarion Partners Real Estate Income Fund Class I Class I (0.9%), Franklin Bsp Lending Fund (0.9%), Putnam Short Term Investment Fund (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.