PRTYX Mutual Fund
PRTYX Mutual Fund
Franklin Retirement Advantage Plus 2060 Fund Class Y
PRTYX Mutual Fund Overview
PRTYX Mutual Fund (Franklin Retirement Advantage Plus 2060 Fund Class Y) is managed by Franklin Templeton Investments (US) with $175,799.72 in net assets. PRTYX expense ratio is 0.60%, holding 8 positions across sectors including Unknown. Inception date: 2015-11-30.
PRTYX performance shows a YTD return of 6.99%. The 1-year return is 18.02% and the 5-year return is 9.53%. PRTYX dividend yield stands at 1.38%, paid annually.
PRTYX 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 PRTYX holdings, sector breakdown, or dividend history.
PRTYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PRTYX alternatives are available via the screener, along with tax-loss harvesting opportunities.