Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Western Asset Intermediate Bond Fund Class IS | WABSX | Intermediate Core Bond | 0.32% | 10 | 0.460% | Average | Institutional | $1M | ||
| Putnam U.S. Research Fund Class Y | PURYX | Large Blend | 11.82% | 12 | 0.490% | Below Average | Institutional | $0 | ||
| Franklin Global Equity Fund A | CFIPX | Global Large-Stock Blend | 9.68% | 29 | 1.220% | Above Average | Front Load | $1,000 | ||
| Franklin Convertible Securities Fund Advisor Class | FCSZX | Convertibles | 5.91% | 20 | 0.570% | Low | Institutional | $100,000 | ||
| Franklin Dynamic Asset Allocation Conservative Fund Class Y | PACYX | Conservative Allocation | 2.50% | 34 | 0.710% | Average | Institutional | $0 | ||
| Franklin Dynamic Asset Allocation Conservative Fund Class R5 | PACDX | Conservative Allocation | 2.49% | 35 | 0.700% | Above Average | Retirement, Large | $0 | ||
| Franklin Dynamic Asset Allocation Conservative Fund Class R6 | PCCEX | Conservative Allocation | 2.44% | 36 | 0.640% | Average | Retirement, Large | $0 | ||
| Franklin Multi-Asset Income Fund Class C | PMICX | Conservative Allocation | 2.40% | 36 | 1.600% | Below Average | Level Load | $0 | ||
| Putnam Large Cap Value Fund Class A | PEYAX | Large Value | 16.47% | 43 | 0.850% | Below Average | Front Load | $0 | ||
| Franklin California High Yield Municipal Fund Advisor Class | FVCAX | Muni California Long | — | 1.01% | 12 | 0.560% | Above Average | No Load | $0 | |
| Putnam Large Cap Value Fund Class C | PEQCX | Large Value | 15.73% | 47 | 1.600% | Below Average | Level Load | $0 | ||
| Franklin Global Equity Fund I | SMYIX | Global Large-Stock Blend | 9.87% | 26 | 0.950% | Above Average | Institutional | $1M | ||
| Franklin Retirement Advantage 2040 Fund Class Y Shares | PALZX | Target-Date 2040 | 5.64% | 77 | 0.550% | Above Average | Institutional | $0 | ||
| Franklin Multi-Asset Income Fund Class Y | PMIYX | Conservative Allocation | 3.34% | 22 | 0.600% | Below Average | Institutional | $0 | ||
| Putnam Large Cap Value Fund Class R | PEQRX | Large Value | 16.23% | 45 | 1.100% | Average | Retirement, Medium | $0 | ||
| Putnam Core Bond Fund Class A | PTRNX | Intermediate Core Bond | — | −0.39% | 63 | 0.640% | Low | Front Load | $0 | |
| Franklin Retirement Advantage 2065 Fund Class R6 Shares | PCKJX | Target-Date 2065 | 7.73% | 59 | 0.450% | Average | Retirement, Large | $0 | ||
| Franklin Retirement Advantage 2050 Fund Class Y Shares | PHPDX | Target-Date 2050 | 6.89% | 74 | 0.550% | Above Average | Retirement, Large | $0 | ||
| Franklin Retirement Advantage 2050 Fund Class R4 Shares | PAHAX | Target-Date 2050 | 6.73% | 77 | 0.700% | High | Retirement, Large | $0 | ||
| Franklin Retirement Advantage 2045 Fund Class A Shares | PALGX | Target-Date 2045 | 6.22% | 77 | 0.800% | Average | Front Load | $0 | ||
| Franklin Retirement Advantage 2060 Fund Class Y Shares | PAKJX | Target-Date 2060 | 7.39% | 70 | 0.550% | Above Average | Institutional | $0 | ||
| Franklin Retirement Advantage 2065 Fund Class Y Shares | PCKEX | Target-Date 2065 | 7.65% | 60 | 0.550% | Above Average | Institutional | $0 | ||
| Franklin Retirement Advantage 2065 Fund Class A Shares | PCJZX | Target-Date 2065 | 7.40% | 68 | 0.800% | Average | Front Load | $0 | ||
| Franklin Emerging Market Debt Opportunities Fund | FEMDX | Emerging Markets Bond | — | 8.56% | 3 | 1.020% | High | Retirement, Large | $1M | |
| George Putnam Balanced Fund Class R6 | PGEJX | Moderate Allocation | 7.11% | 22 | 0.560% | 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.