PAADX Mutual Fund
PAADX Mutual Fund
Franklin Dynamic Asset Allocation Balanced Fund Class R5
PAADX Mutual Fund Overview
PAADX Mutual Fund (Franklin Dynamic Asset Allocation Balanced Fund Class R5) is managed by Franklin Templeton Investments (US) with $10.1M in net assets. PAADX expense ratio is 0.69%, holding 2378 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2012-07-02.
PAADX performance shows a YTD return of 7.32%. The 1-year return is 20.63% and the 5-year return is 9.91%. PAADX dividend yield stands at 2.82%, paid quarterly.
PAADX top holdings include Putnam Short Term Investment Fund (6.5%), Nvidia Corp (4.4%), Apple Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (2.6%), Amazon.Com Inc (2.2%). View all PAADX holdings, sector breakdown, or dividend history.
PAADX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PAADX alternatives are available via the screener, along with tax-loss harvesting opportunities.