PACHX Mutual Fund

PACHX Mutual Fund (Franklin Retirement Advantage Plus 2045 Fund Class R5) is managed by Franklin Templeton Investments (US). PACHX expense ratio is 0.68%, holding 6 positions across various sectors. Inception date: 2021-01-04.

PACHX performance shows a YTD return of 5.47%. The 1-year return is 6.48% and the 5-year return is 7.17%. PACHX dividend yield stands at 1.56%, paid annually.

PACHX top holdings include Putnam Dynamic Asset Allocation Growth Fund (85.7%), Franklin Dynamic Asset Allocation Eq P (4.8%), Putnam Dynamic Asset Allocation Balanced Fund (2.7%), Putnam Short Term Investment Fund, Class P (2.7%), Clarion Partners Real Estate Income Fund Class I Class I (2.1%). Go to all PACHX holdings, PACHX sectors, or PACHX dividends.

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