PAEJX Mutual Fund

PAEJX Mutual Fund (Franklin Retirement Advantage Plus 2050 Fund Class R5) is managed by Franklin Templeton Investments (US). PAEJX expense ratio is 0.70%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PAEJX performance shows a YTD return of 7.95%. The 1-year return is 13.83% and the 5-year return is 7.77%. PAEJX dividend yield stands at 1.54%, paid annually.

PAEJX 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 PAEJX holdings, PAEJX sectors, or PAEJX dividends.

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