PAEHX Mutual Fund

PAEHX Mutual Fund (Franklin Retirement Advantage Plus 2050 Fund Class R4) is managed by Franklin Templeton Investments (US). PAEHX expense ratio is 0.84%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PAEHX performance shows a YTD return of 7.91%. The 1-year return is 13.69% and the 5-year return is 7.64%. PAEHX dividend yield stands at 1.46%, paid annually.

PAEHX 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 PAEHX holdings, PAEHX sectors, or PAEHX dividends.

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