FRTAX Mutual Fund
FRTAX Mutual Fund
Franklin LifeSmart 2035 Retirement Target Fund Class A
FRTAX Mutual Fund Overview
FRTAX Mutual Fund (Franklin LifeSmart 2035 Retirement Target Fund Class A) is managed by Franklin Templeton Investments (US) with $67.9M in net assets. FRTAX expense ratio is 0.70%, holding 22 positions across sectors including Unknown, Other, Financials. Inception date: 2006-08-01.
FRTAX performance shows a YTD return of 7.85%. The 1-year return is 19.67% and the 5-year return is 9.20%. FRTAX dividend yield stands at 4.90%, paid quarterly.
FRTAX top holdings include Franklin US Core Equity IU Fund (22.7%), Franklin Liberty U.S. Core Bond ETF (11.6%), Franklin International Core Equity IU Fund (8.9%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (6.2%), Franklin Growth Fund (5.8%). View all FRTAX holdings, sector breakdown, or dividend history.
FRTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FRTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.