PRTLX Mutual Fund

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 various sectors. Inception date: 2010-11-30.

PRTLX performance shows a YTD return of 8.26%. The 1-year return is 14.38% and the 5-year return is 8.34%. PRTLX dividend yield stands at 1.45%, paid annually.

PRTLX top holdings include Putnam Dynamic Asset Allocation Growth Fund (54.6%), Franklin Dynamic Asset Allocation Balanced Ltd (42.6%), Franklin Bsp Lending Fund (1.2%), Clarion Partners Real Estate Income Fund Class I Class I (1.2%), Putnam Short Term Investment Fund (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.