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 6.94%. The 1-year return is 15.72% and the 5-year return is 8.86%. PAGJX dividend yield stands at 4.34%, paid annually.

PAGJX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (59.5%), Putnam Dynamic Asset Allocation Growth Fund (36.7%), Putnam Short Term Investment Fund, Class P (3.8%), Cash and Cash Equivalents (-0.0%). Go to all PAGJX holdings, PAGJX sectors, or PAGJX dividends.

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