PRTRX Mutual Fund
PRTRX Mutual Fund
Franklin Retirement Advantage Plus 2060 Fund Class R
PRTRX Mutual Fund Overview
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 sectors including Unknown. Inception date: 2015-11-30.
PRTRX performance shows a YTD return of 6.71%. The 1-year return is 17.31% and the 5-year return is 8.83%. PRTRX dividend yield stands at 0.94%, paid annually.
PRTRX top holdings include Putnam Sustainable Leaders Etf (45.8%), Putnam Sustainable Future Etf (22.4%), Putnam Panagora Esg Int Eq ETF (17.8%), Putnam Sustainable Retirement 2055 Fund Class R (6.2%), Putnam Esg Core Bond Etf (4.5%). View all PRTRX holdings, sector breakdown, or dividend history.
PRTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PRTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.