PAGWX Mutual Fund
PAGWX Mutual Fund
PAGWX Mutual Fund
Franklin Retirement Advantage 2045 Fund Class R5
PAGWX Mutual Fund Overview
PAGWX Mutual Fund (Franklin Retirement Advantage 2045 Fund Class R5) is managed by Franklin Templeton Investments (US). PAGWX expense ratio is 0.55%, holding 3 positions across various sectors. Inception date: 2020-09-01.
PAGWX performance shows a YTD return of 8.20%. The 1-year return is 18.02% and the 5-year return is 9.96%. PAGWX dividend yield stands at 3.64%, paid annually.
PAGWX top holdings include Putnam Dynamic Asset Allocation Growth Fund (83.6%), Putnam Dynamic Asset Allocation Balanced Fund (13.6%), Putnam Short Term Investment Fund, Class P (2.9%), Cash and Cash Equivalents (-0.1%). Go to all PAGWX holdings, PAGWX sectors, or PAGWX dividends.
PAGWX can be compared against other funds. Use PAGWX overlap to find shared positions, or PAGWX vs another fund for a side-by-side view. PAGWX alternatives are available via the screener, along with tax-loss harvesting opportunities.