PAEVX Mutual Fund
PAEVX Mutual Fund
PAEVX Mutual Fund
Franklin Retirement Advantage Plus 2060 Fund Class R3
PAEVX Mutual Fund Overview
PAEVX Mutual Fund (Franklin Retirement Advantage Plus 2060 Fund Class R3) is managed by Franklin Templeton Investments (US). PAEVX expense ratio is 1.00%, holding 8 positions across various sectors. Inception date: 2021-01-04.
PAEVX performance shows a YTD return of 5.80%. The 1-year return is 12.94% and the 5-year return is 7.86%. PAEVX dividend yield stands at 1.10%, paid annually.
PAEVX top holdings include Putnam Sustainable Leaders Etf (45.8%), Putnam Sustainable Future Etf (22.4%), Putnam Panagora Esg International Equity Etf (17.8%), Putnam Sustainable Retirement 2055 Fund Class R (6.2%), Putnam Esg Core Bond Etf (4.5%). Go to all PAEVX holdings, PAEVX sectors, or PAEVX dividends.
PAEVX can be compared against other funds. Use PAEVX overlap to find shared positions, or PAEVX vs another fund for a side-by-side view. PAEVX alternatives are available via the screener, along with tax-loss harvesting opportunities.