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 8.07%. The 1-year return is 17.85% and the 5-year return is 9.22%. PAGOX dividend yield stands at 4.40%, paid annually.

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

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