PAFVX Mutual Fund
PAFVX Mutual Fund
Franklin Retirement Advantage 2030 Fund Class R5
PAFVX Mutual Fund Overview
PAFVX Mutual Fund (Franklin Retirement Advantage 2030 Fund Class R5) is managed by Franklin Templeton Investments (US). PAFVX expense ratio is 0.55%, holding 4 positions across sectors including Unknown, Other. Inception date: 2020-09-01.
PAFVX performance shows a YTD return of 4.69%. The 1-year return is 13.47% and the 5-year return is 6.16%. PAFVX dividend yield stands at 5.22%, paid annually.
PAFVX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (58.6%), Putnam Multi-Asset Income Fund (19.2%), Putnam Short Term Investment Fund, Class P (5.9%). View all PAFVX holdings, sector breakdown, or dividend history.
PAFVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PAFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.