PRTYX Mutual Fund

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 various sectors. Inception date: 2015-11-30.

PRTYX performance shows a YTD return of 8.67%. The 1-year return is 14.93% and the 5-year return is 9.16%. PRTYX dividend yield stands at 1.36%, paid annually.

PRTYX 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 PRTYX holdings, PRTYX sectors, or PRTYX dividends.

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