PAGKX Mutual Fund

PAGKX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class R3) is managed by Franklin Templeton Investments (US). PAGKX expense ratio is 0.95%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAGKX performance shows a YTD return of 7.85%. The 1-year return is 17.37% and the 5-year return is 8.48%. PAGKX dividend yield stands at 4.44%, paid annually.

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

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