PAFVX Mutual Fund

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 various sectors. Inception date: 2020-09-01.

PAFVX performance shows a YTD return of 3.59%. The 1-year return is 9.76% and the 5-year return is 5.72%. PAFVX dividend yield stands at 5.27%, 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%). Go to all PAFVX holdings, PAFVX sectors, or PAFVX dividends.

PAFVX can be compared against other funds. Use PAFVX overlap to find shared positions, or PAFVX vs another fund for a side-by-side view. PAFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.