PACGX Mutual Fund

PACGX Mutual Fund (Franklin Retirement Advantage Plus 2045 Fund Class R3) is managed by Franklin Templeton Investments (US). PACGX expense ratio is 1.08%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PACGX performance shows a YTD return of 7.27%. The 1-year return is 12.67% and the 5-year return is 7.08%. PACGX dividend yield stands at 1.21%, paid annually.

PACGX top holdings include Putnam Dynamic Asset Allocation Growth Fund (84.9%), Franklin Dynamic Asset Allocation Balanced Ltd (5.9%), Putnam Short Term Investment Fund (3.2%), Franklin Bsp Lending Fund (2.1%), Clarion Partners Real Estate Income Fund Class I Class I (2.1%). Go to all PACGX holdings, PACGX sectors, or PACGX dividends.

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