Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
1 to 25 of 1102 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Retirement Advantage 2065 Fund Class A Shares | PCJZX | Target-Date 2065 | 12.90% | 33 | 0.800% | Average | Front Load | $0 | ||
| Franklin Retirement Advantage 2050 Fund Class R4 Shares | PAHAX | Target-Date 2050 | 11.08% | 73 | 0.700% | High | Retirement, Large | $0 | ||
| George Putnam Balanced Fund Class R6 | PGEJX | Moderate Allocation | 8.77% | 20 | 0.600% | Average | Retirement, Large | $0 | ||
| Franklin LifeSmart 2055 Retirement Target Fund Class R6 | FLSZX | Target-Date 2055 | 13.91% | 9 | 0.400% | Average | Retirement, Large | $1M | ||
| Franklin Dynamic Asset Allocation Conservative Fund Class R5 | PACDX | Conservative Allocation | 2.49% | 22 | 0.700% | Above Average | Retirement, Large | $0 | ||
| Putnam U.S. Research Fund Class Y | PURYX | Large Blend | 16.29% | 11 | 0.490% | Below Average | Institutional | $0 | ||
| Templeton Emerging Markets Equity Fund Class R6 | FDEVX | Diversified Emerging Mkts | 36.98% | 10 | 0.860% | Below Average | Retirement, Large | $1M | ||
| Templeton Emerging Markets Equity Fund Class A | TEDMX | Diversified Emerging Mkts | 35.74% | 11 | 1.240% | Below Average | Front Load | $1,000 | ||
| Franklin Retirement Advantage 2060 Fund Class R3 Shares | PAHJX | Target-Date 2060 | 12.29% | 62 | 0.950% | Average | Retirement, Medium | $0 | ||
| Franklin Multi-Asset Income Fund Class Y | PMIYX | Conservative Allocation | 3.52% | 16 | 0.600% | Below Average | Institutional | $0 | ||
| Franklin Retirement Advantage 2045 Fund Class A Shares | PALGX | Target-Date 2045 | 10.21% | 68 | 0.800% | Average | Front Load | $0 | ||
| Franklin Retirement Advantage 2035 Fund Class R4 Shares | PAFUX | Target-Date 2035 | 6.37% | 78 | 0.700% | High | Retirement, Large | $0 | ||
| Franklin Emerging Market Debt Opportunities Fund | FEMDX | Emerging Markets Bond | — | 7.28% | 4 | 1.020% | High | Retirement, Large | $1M | |
| Franklin Dynamic Asset Allocation Conservative Fund Class R6 | PCCEX | Conservative Allocation | 2.53% | 28 | 0.640% | Average | Retirement, Large | $0 | ||
| Franklin U.S. Small Cap Equity Fund I | LMSIX | Small Blend | 19.06% | 17 | 1.000% | Above Average | Institutional | $1M | ||
| Franklin Multi-Asset Income Fund Class C | PMICX | Conservative Allocation | 2.66% | 18 | 1.600% | Below Average | Level Load | $0 | ||
| Putnam Large Cap Value Fund Class C | PEQCX | Large Value | 12.90% | 49 | 1.600% | Below Average | Level Load | $0 | ||
| Franklin Global Equity Fund I | SMYIX | Global Large-Stock Blend | 14.08% | 18 | 0.950% | Above Average | Institutional | $1M | ||
| Putnam Core Bond Fund Class A | PTRNX | Intermediate Core Bond | −3.02% | 50 | 0.640% | Low | Front Load | $0 | ||
| Putnam Large Cap Value Fund Class R | PEQRX | Large Value | 13.32% | 46 | 1.100% | Average | Retirement, Medium | $0 | ||
| Franklin California High Yield Municipal Fund Advisor Class | FVCAX | Muni California Long | — | −3.15% | 19 | 0.560% | Above Average | No Load | $0 | |
| Franklin Global Equity Fund A | CFIPX | Global Large-Stock Blend | 14.68% | 18 | 1.220% | Above Average | Front Load | $1,000 | ||
| Putnam Mortgage Opportunities Fund Class R6 Shares | PMOLX | Securitized Bond - Diversified | — | 7.39% | 1 | 0.510% | Low | Retirement, Large | $500 | |
| Putnam Large Cap Value Fund Class A | PEYAX | Large Value | 13.55% | 44 | 0.850% | Below Average | Front Load | $0 | ||
| Franklin Retirement Advantage 2060 Fund Class Y Shares | PAKJX | Target-Date 2060 | 12.63% | 48 | 0.550% | Above Average | Institutional | $0 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.