PEFGX Mutual Fund

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 8.69%. The 1-year return is 15.01% and the 5-year return is 8.82%. PEFGX dividend yield stands at 1.43%, paid annually.

PEFGX top holdings include Franklin Dynamic Asset Allocation Balanced Ltd (64.7%), Putnam Dynamic Asset Allocation Growth Fund (33.0%), Clarion Partners Real Estate Income Fund Class I Class I (0.9%), Franklin Bsp Lending Fund (0.9%), Putnam Short Term Investment Fund (0.5%). 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.