PRTLX Mutual Fund

PRTLX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class Y) is managed by Franklin Templeton Investments (US) with $140.8M in net assets. PRTLX expense ratio is 0.60%, holding 5 positions across various sectors. Inception date: 2010-11-30.

PRTLX performance shows a YTD return of 5.88%. The 1-year return is 7.01% and the 5-year return is 7.91%. PRTLX dividend yield stands at 1.49%, paid annually.

PRTLX top holdings include Putnam Dynamic Asset Allocation Growth Fund (54.5%), Franklin Dynamic Asset Allocation Equity Fund (42.7%), Clarion Partners Real Estate Income Fund Class I Class I (1.2%), Franklin Bsp Lending Fund - R6 (1.2%), Putnam Short Term Investment Fund, Class P (0.4%). Go to all PRTLX holdings, PRTLX sectors, or PRTLX dividends.

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