PACHX Mutual Fund
PACHX Mutual Fund
Franklin Retirement Advantage Plus 2045 Fund Class R5
PACHX Mutual Fund Overview
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 8 positions across various sectors. Inception date: 2021-01-04.
PACHX performance shows a YTD return of 6.22%. The 1-year return is 13.91% and the 5-year return is 7.81%. PACHX dividend yield stands at 1.55%, paid annually.
PACHX top holdings include Putnam Sustainable Leaders Etf (39.2%), Putnam Sustainable Future Etf (18.6%), Putnam Panagora Esg Int Eq ETF (14.7%), Putnam Esg Core Bond Etf (12.7%), Putnam Esg Ultra Short Etf (5.0%). View all PACHX holdings, sector breakdown, or dividend history.
PACHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PACHX alternatives are available via the screener, along with tax-loss harvesting opportunities.