PMIRX Mutual Fund

PMIRX Mutual Fund (Franklin Multi-Asset Income Fund Class R) is managed by Franklin Templeton Investments (US). PMIRX expense ratio is 1.09%, holding 1942 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2023-02-10.

PMIRX performance shows a YTD return of 3.54%. The 1-year return is 9.73% and the 5-year return is 4.01%. PMIRX dividend yield stands at 3.27%, paid monthly.

PMIRX top holdings include Umbs 30Yr Tba(Reg A) 5.5% Mar 13, 2023 (4.3%), Fannie Mae Pool 0.06% Mar 13/2053 (1.7%), Nvidia Corp. (1.7%), Apple, Inc (1.6%), Fannie Mae Or Freddie Mac Tba, 2%, Due 08/01/2050 (1.5%). Go to all PMIRX holdings, PMIRX sectors, or PMIRX dividends.

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