PACAX Mutual Fund
PACAX Mutual Fund
PACAX Mutual Fund
Franklin Dynamic Asset Allocation Conservative Fund Class A
PACAX Mutual Fund Overview
PACAX Mutual Fund (Franklin Dynamic Asset Allocation Conservative Fund Class A) is managed by Franklin Templeton Investments (US) with $476.7M in net assets. PACAX expense ratio is 0.96%, holding 2287 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1994-02-07.
PACAX performance shows a YTD return of 1.58%. The 1-year return is 3.43% and the 5-year return is 3.75%. PACAX dividend yield stands at 2.80%.
PACAX top holdings include Putnam Short Term Investment Fund (6.0%), Nvidia Corp (3.5%), Apple, Inc (3.3%), Fncl 5 9/25 Mtge (2.8%), Umbs 30Yr Tba(Reg A) 2.5 Sep 14, 2020 (2.5%). Go to all PACAX holdings, PACAX sectors, or PACAX dividends.
PACAX can be compared against other funds. Use PACAX overlap to find shared positions, or PACAX vs another fund for a side-by-side view. PACAX alternatives are available via the screener, along with tax-loss harvesting opportunities.