PAHEX Mutual Fund
PAHEX Mutual Fund
Franklin Retirement Advantage 2055 Fund Class R3
PAHEX Mutual Fund Overview
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 sectors including Unknown, Other. Inception date: 2020-09-01.
PAHEX performance shows a YTD return of 10.04%. The 1-year return is 21.73% and the 5-year return is 10.54%. PAHEX dividend yield stands at 2.44%, paid annually.
PAHEX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (65.4%), Putnam Short Term Investment Fund, Class P (0.4%). View all PAHEX holdings, sector breakdown, or dividend history.
PAHEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PAHEX alternatives are available via the screener, along with tax-loss harvesting opportunities.