PACKX Mutual Fund
PACKX Mutual Fund
Franklin Retirement Advantage Plus Maturity Fund Class R3
PACKX Mutual Fund Overview
PACKX Mutual Fund (Franklin Retirement Advantage Plus Maturity Fund Class R3) is managed by Franklin Templeton Investments (US). PACKX expense ratio is 1.07%, holding 7 positions across sectors including Unknown. Inception date: 2021-01-04.
PACKX performance shows a YTD return of 2.56%. The 1-year return is 6.67% and the 5-year return is 2.75%. PACKX dividend yield stands at 3.04%, paid monthly.
PACKX top holdings include Putnam Esg Core Bond Etf (52.0%), Putnam Esg High Yield Etf (17.1%), Putnam Sustainable Leaders Etf (14.0%), Putnam Sustainable Future Etf (6.8%), Putnam Esg Ultra Short Etf (5.8%). View all PACKX holdings, sector breakdown, or dividend history.
PACKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PACKX alternatives are available via the screener, along with tax-loss harvesting opportunities.