PACAX Mutual Fund

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 2142 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1994-02-07.

PACAX performance shows a YTD return of 2.75%. The 1-year return is 8.34% and the 5-year return is 3.71%. PACAX dividend yield stands at 2.77%, paid quarterly.

PACAX top holdings include Putnam Short Term Investment Fund (4.0%), Nvidia Corp. (3.5%), Fannie Mae Or Freddie Mac 4.06% 01/01/2050 (3.1%), Apple, Inc (3.0%), Fannie Mae Or Freddie Mac (2.9%). 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.