PAESX Mutual Fund
PAESX Mutual Fund
PAESX Mutual Fund
Franklin Retirement Advantage Plus 2055 Fund Class R5
PAESX Mutual Fund Overview
PAESX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class R5) is managed by Franklin Templeton Investments (US). PAESX expense ratio is 0.60%, holding 8 positions across various sectors. Inception date: 2021-01-04.
PAESX performance shows a YTD return of 6.83%. The 1-year return is 15.31% and the 5-year return is 7.56%. PAESX dividend yield stands at 1.49%, paid annually.
PAESX 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%). Go to all PAESX holdings, PAESX sectors, or PAESX dividends.
PAESX can be compared against other funds. Use PAESX overlap to find shared positions, or PAESX vs another fund for a side-by-side view. PAESX alternatives are available via the screener, along with tax-loss harvesting opportunities.