PAETX Mutual Fund
PAETX Mutual Fund
PAETX Mutual Fund
Franklin Retirement Advantage Maturity Fund Class Y
PAETX Mutual Fund Overview
PAETX Mutual Fund (Franklin Retirement Advantage Maturity Fund Class Y) is managed by Franklin Templeton Investments (US). PAETX expense ratio is 0.55%, holding 2 positions across various sectors. Inception date: 2020-09-01.
PAETX performance shows a YTD return of 4.51%. The 1-year return is 12.13% and the 5-year return is 4.72%. PAETX dividend yield stands at 4.22%, paid monthly.
PAETX top holdings include Putnam Multi-Asset Income Fund (94.4%), Putnam Short Term Investment Fund, Class P (6.0%). Go to all PAETX holdings, PAETX sectors, or PAETX dividends.
PAETX can be compared against other funds. Use PAETX overlap to find shared positions, or PAETX vs another fund for a side-by-side view. PAETX alternatives are available via the screener, along with tax-loss harvesting opportunities.