PAHEX Mutual Fund

PAHEX Mutual Fund (Franklin Retirement Advantage 2055 Fund Class R3) is managed by Franklin Templeton Investments (US). PAHEX expense ratio is 0.95%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAHEX performance shows a YTD return of 8.96%. The 1-year return is 19.42% and the 5-year return is 10.15%. PAHEX dividend yield stands at 2.46%, paid annually.

PAHEX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (65.4%), Putnam Short Term Investment Fund, Class P (0.4%). Go to all PAHEX holdings, PAHEX sectors, or PAHEX dividends.

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