PAGJX Mutual Fund

PAGJX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class R4) is managed by Franklin Templeton Investments (US). PAGJX expense ratio is 0.70%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAGJX performance shows a YTD return of 8.00%. The 1-year return is 17.66% and the 5-year return is 8.71%. PAGJX dividend yield stands at 4.30%, paid annually.

PAGJX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (53.8%), Putnam Short Term Investment Fund, Class P (3.4%). View all PAGJX holdings, sector breakdown, or dividend history.

PAGJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PAGJX alternatives are available via the screener, along with tax-loss harvesting opportunities.