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 6.79%. The 1-year return is 15.42% and the 5-year return is 8.59%. PAGKX dividend yield stands at 4.48%, paid annually.

PAGKX 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 PAGKX holdings, PAGKX sectors, or PAGKX dividends.

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