PAEQX Mutual Fund

PAEQX Mutual Fund (Franklin Retirement Advantage 2050 Fund Class R) is managed by Franklin Templeton Investments (US). PAEQX expense ratio is 1.20%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAEQX performance shows a YTD return of 9.45%. The 1-year return is 20.46% and the 5-year return is 9.67%. PAEQX dividend yield stands at 3.18%, paid annually.

PAEQX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (87.4%), Putnam Short Term Investment Fund, Class P (1.2%). View all PAEQX holdings, sector breakdown, or dividend history.

PAEQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PAEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.