PACRX Mutual Fund

PACRX Mutual Fund (Franklin Dynamic Asset Allocation Conservative Fund Class R) is managed by Franklin Templeton Investments (US) with $10.0M in net assets. PACRX expense ratio is 1.21%, holding 2142 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2003-01-21.

PACRX performance shows a YTD return of 2.61%. The 1-year return is 8.11% and the 5-year return is 3.46%. PACRX dividend yield stands at 2.41%, paid quarterly.

PACRX 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 PACRX holdings, PACRX sectors, or PACRX dividends.

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