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 8.16%. The 1-year return is 14.21% and the 5-year return is 8.11%. PAEPX dividend yield stands at 1.33%, paid annually.
PAEPX top holdings include Putnam Dynamic Asset Allocation Growth Fund (54.6%), Franklin Dynamic Asset Allocation Balanced Ltd (42.6%), Franklin Bsp Lending Fund (1.2%), Clarion Partners Real Estate Income Fund Class I Class I (1.2%), Putnam Short Term Investment Fund (0.4%). Go to all PAEPX holdings, PAEPX sectors, or PAEPX dividends.
PAEPX can be compared against other funds. Use PAEPX overlap to find shared positions, or PAEPX vs another fund for a side-by-side view. PAEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.