PEFGX Mutual Fund
PEFGX Mutual Fund
PEFGX Mutual Fund
Franklin Retirement Advantage Plus 2060 Fund Class R6
PEFGX Mutual Fund Overview
PEFGX Mutual Fund (Franklin Retirement Advantage Plus 2060 Fund Class R6) is managed by Franklin Templeton Investments (US). PEFGX expense ratio is 0.50%, holding 8 positions across various sectors. Inception date: 2016-09-01.
PEFGX performance shows a YTD return of 6.12%. The 1-year return is 13.56% and the 5-year return is 9.28%. PEFGX dividend yield stands at 1.46%, paid annually.
PEFGX top holdings include Putnam Sustainable Leaders Etf (45.8%), Putnam Sustainable Future Etf (22.4%), Putnam Panagora Esg International Equity Etf (17.8%), Putnam Sustainable Retirement 2055 Fund Class R (6.2%), Putnam Esg Core Bond Etf (4.5%). Go to all PEFGX holdings, PEFGX sectors, or PEFGX dividends.
PEFGX can be compared against other funds. Use PEFGX overlap to find shared positions, or PEFGX vs another fund for a side-by-side view. PEFGX alternatives are available via the screener, along with tax-loss harvesting opportunities.