PAEPX Mutual Fund
PAEPX Mutual Fund
PAEPX Mutual Fund
Franklin Retirement Advantage Plus 2055 Fund Class R4
PAEPX Mutual Fund Overview
PAEPX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class R4) is managed by Franklin Templeton Investments (US). PAEPX expense ratio is 0.75%, holding 8 positions across various sectors. Inception date: 2021-01-04.
PAEPX performance shows a YTD return of 6.70%. The 1-year return is 15.08% and the 5-year return is 7.44%. PAEPX dividend yield stands at 1.34%, paid annually.
PAEPX top holdings include Putnam Sustainable Leaders Etf (43.5%), Putnam Sustainable Future Etf (21.0%), Putnam Panagora Esg Int Eq ETF (16.8%), Putnam Esg Core Bond Etf (7.2%), Putnam Sustainable Retirement 2055 Fund Class R (5.9%). View all PAEPX holdings, sector breakdown, or dividend history.
PAEPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PAEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.