PRTLX Mutual Fund
PRTLX Mutual Fund
Franklin Retirement Advantage Plus 2055 Fund Class Y
PRTLX Mutual Fund Overview
PRTLX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class Y) is managed by Franklin Templeton Investments (US). PRTLX expense ratio is 0.60%, holding 8 positions across sectors including Unknown. Inception date: 2010-11-30.
PRTLX performance shows a YTD return of 6.74%. The 1-year return is 15.26% and the 5-year return is 8.73%. PRTLX dividend yield stands at 1.47%, paid annually.
PRTLX top holdings include Putnam Sustainable Leaders Etf (43.5%), Putnam Sustainable Future Etf (21.0%), Putnam Panagora Esg Int Eq ETF (16.8%), Putnam Esg Core Bond Etf (7.2%), Putnam Sustainable Retirement 2055 Fund Class R (5.9%). View all PRTLX holdings, sector breakdown, or dividend history.
PRTLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PRTLX alternatives are available via the screener, along with tax-loss harvesting opportunities.