PAAUX Mutual Fund

PAAUX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class R3) is managed by Franklin Templeton Investments (US). PAAUX expense ratio is 1.06%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PAAUX performance shows a YTD return of 4.21%. The 1-year return is 9.90% and the 5-year return is 6.61%. PAAUX dividend yield stands at 1.51%, paid annually.

PAAUX top holdings include Putnam Dynamic Asset Allocation Growth Fund (55.5%), Putnam Dynamic Asset Allocation Balanced Fund (34.5%), Putnam Short Term Investment Fund (4.1%), Franklin Bsp Lending Fund (3.0%), Clarion Partners Real Estate Income Fund Class I Class I (3.0%). Go to all PAAUX holdings, PAAUX sectors, or PAAUX dividends.

PAAUX can be compared against other funds. Use PAAUX overlap to find shared positions, or PAAUX vs another fund for a side-by-side view. PAAUX alternatives are available via the screener, along with tax-loss harvesting opportunities.