PRZZX Mutual Fund
PRZZX Mutual Fund
Franklin Retirement Advantage Plus 2040 Fund Class Y
PRZZX Mutual Fund Overview
PRZZX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class Y) is managed by Franklin Templeton Investments (US) with $4.4M in net assets. PRZZX expense ratio is 0.66%, holding 8 positions across sectors including Unknown. Inception date: 2004-11-01.
PRZZX performance shows a YTD return of 5.35%. The 1-year return is 12.24% and the 5-year return is 7.32%. PRZZX dividend yield stands at 1.81%, paid annually.
PRZZX top holdings include Putnam Sustainable Leaders Etf (36.0%), Putnam Esg Core Bond Etf (21.6%), Putnam Sustainable Future Etf (17.1%), Putnam Panagora Esg Int Eq ETF (12.3%), Putnam Esg Ultra Short Etf (5.8%). View all PRZZX holdings, sector breakdown, or dividend history.
PRZZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PRZZX alternatives are available via the screener, along with tax-loss harvesting opportunities.