Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
1 to 25 of 1096 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
|
|---|---|---|---|---|---|---|---|---|---|---|
| Putnam U.S. Research Fund Class Y | PURYX | Large Blend | 15.82% | 9 | 0.490% | Below Average | Institutional | $0 | ||
| Franklin Retirement Advantage 2065 Fund Class A Shares | PCJZX | Target-Date 2065 | 11.58% | 32 | 0.800% | Average | Front Load | $0 | ||
| Franklin Multi-Asset Income Fund Class Y | PMIYX | Conservative Allocation | 3.88% | 17 | 0.600% | Below Average | Institutional | $0 | ||
| Franklin Multi-Asset Income Fund Class C | PMICX | Conservative Allocation | 3.02% | 26 | 1.600% | Below Average | Level Load | $0 | ||
| Putnam Large Cap Value Fund Class A | PEYAX | Large Value | 16.64% | 40 | 0.850% | Below Average | Front Load | $0 | ||
| Franklin Dynamic Asset Allocation Conservative Fund Class Y | PACYX | Conservative Allocation | 2.95% | 29 | 0.710% | Average | Institutional | $0 | ||
| Putnam Large Cap Value Fund Class R | PEQRX | Large Value | 16.40% | 42 | 1.100% | Average | Retirement, Medium | $0 | ||
| Franklin Retirement Advantage 2035 Fund Class R4 Shares | PAFUX | Target-Date 2035 | 6.37% | 78 | 0.700% | High | Retirement, Large | $0 | ||
| Franklin Retirement Advantage 2045 Fund Class A Shares | PALGX | Target-Date 2045 | 9.46% | 68 | 0.800% | Average | Front Load | $0 | ||
| Franklin Retirement Advantage 2060 Fund Class R3 Shares | PAHJX | Target-Date 2060 | 11.13% | 56 | 0.950% | Average | Retirement, Medium | $0 | ||
| Franklin Retirement Advantage 2040 Fund Class Y Shares | PALZX | Target-Date 2040 | 8.20% | 72 | 0.550% | Above Average | Institutional | $0 | ||
| Putnam Mortgage Opportunities Fund Class R6 Shares | PMOLX | Securitized Bond - Diversified | — | 7.05% | 1 | 0.500% | Low | Retirement, Large | $500 | |
| Franklin Dynamic Asset Allocation Conservative Fund Class R6 | PCCEX | Conservative Allocation | 2.98% | 29 | 0.640% | Average | Retirement, Large | $0 | ||
| Franklin Retirement Advantage 2065 Fund Class R6 Shares | PCKJX | Target-Date 2065 | 11.95% | 23 | 0.450% | Average | Retirement, Large | $0 | ||
| Franklin U.S. Small Cap Equity Fund I | LMSIX | Small Blend | 14.58% | 27 | 1.000% | Above Average | Institutional | $1M | ||
| George Putnam Balanced Fund Class R6 | PGEJX | Moderate Allocation | 9.03% | 18 | 0.560% | Average | Retirement, Large | $0 | ||
| Franklin LifeSmart 2055 Retirement Target Fund Class R6 | FLSZX | Target-Date 2055 | 12.00% | 17 | 0.400% | Average | Retirement, Large | $1M | ||
| Franklin Global Equity Fund A | CFIPX | Global Large-Stock Blend | 13.97% | 15 | 1.220% | Above Average | Front Load | $1,000 | ||
| Templeton Emerging Markets Equity Fund Class R6 | FDEVX | Diversified Emerging Mkts | 26.90% | 11 | 0.860% | Below Average | Retirement, Large | $1M | ||
| Putnam Large Cap Value Fund Class C | PEQCX | Large Value | 15.94% | 47 | 1.600% | Below Average | Level Load | $0 | ||
| Franklin LifeSmart 2050 Retirement Target Fund Class R6 | FRLEX | Target-Date 2050 | 11.56% | 20 | 0.400% | Average | Retirement, Large | $1M | ||
| Franklin Global Equity Fund I | SMYIX | Global Large-Stock Blend | 14.18% | 13 | 0.950% | Above Average | Institutional | $1M | ||
| Franklin Retirement Advantage 2050 Fund Class R4 Shares | PAHAX | Target-Date 2050 | 10.18% | 70 | 0.700% | High | Retirement, Large | $0 | ||
| Franklin Dynamic Asset Allocation Conservative Fund Class R5 | PACDX | Conservative Allocation | 2.94% | 30 | 0.700% | Above Average | Retirement, Large | $0 | ||
| Putnam Small Cap Growth Fund Class R6 | PLKGX | Small Growth | 4.01% | 64 | 0.760% | Below Average | Retirement, Large | $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.