PAENX Mutual Fund

PAENX Mutual Fund (Franklin Retirement Advantage 2050 Fund Class C) is managed by Franklin Templeton Investments (US). PAENX expense ratio is 1.55%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAENX performance shows a YTD return of 9.33%. The 1-year return is 20.17% and the 5-year return is 11.25%. PAENX dividend yield stands at 2.54%, paid annually.

PAENX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (87.4%), Putnam Short Term Investment Fund, Class P (1.2%). Go to all PAENX holdings, PAENX sectors, or PAENX dividends.

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