PAGOX Mutual Fund

PAGOX Mutual Fund (Franklin Retirement Advantage 2040 Fund Class R5) is managed by Franklin Templeton Investments (US). PAGOX expense ratio is 0.55%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAGOX performance shows a YTD return of 7.02%. The 1-year return is 15.91% and the 5-year return is 9.02%. PAGOX dividend yield stands at 4.36%, paid annually.

PAGOX 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 PAGOX holdings, PAGOX sectors, or PAGOX dividends.

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