PADWX Mutual Fund

PADWX Mutual Fund (Franklin Retirement Advantage Plus 2050 Fund Class R3) is managed by Franklin Templeton Investments (US). PADWX expense ratio is 1.09%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PADWX performance shows a YTD return of 7.70%. The 1-year return is 13.37% and the 5-year return is 7.37%. PADWX dividend yield stands at 1.21%, paid annually.

PADWX top holdings include Putnam Dynamic Asset Allocation Growth Fund (71.7%), Franklin Dynamic Asset Allocation Balanced Ltd (23.3%), Franklin Bsp Lending Fund (1.8%), Clarion Partners Real Estate Income Fund Class I Class I (1.7%), Putnam Short Term Investment Fund (1.6%). Go to all PADWX holdings, PADWX sectors, or PADWX dividends.

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