PRTRX Mutual Fund

PRTRX Mutual Fund (Franklin Retirement Advantage Plus 2060 Fund Class R) is managed by Franklin Templeton Investments (US). PRTRX expense ratio is 1.25%, holding 8 positions across various sectors. Inception date: 2015-11-30.

PRTRX performance shows a YTD return of 8.19%. The 1-year return is 14.19% and the 5-year return is 8.01%. PRTRX dividend yield stands at 0.93%, paid annually.

PRTRX 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 PRTRX holdings, PRTRX sectors, or PRTRX dividends.

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