POWYX Mutual Fund

POWYX Mutual Fund (Franklin Retirement Advantage 2035 Fund Class Y) is managed by Franklin Templeton Investments (US). POWYX expense ratio is 0.55%, holding 4 positions across various sectors. Inception date: 2020-09-01.

POWYX performance shows a YTD return of 5.63%. The 1-year return is 13.15% and the 5-year return is 7.43%. POWYX dividend yield stands at 7.76%, paid annually.

POWYX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (85.2%), Putnam Multi-Asset Income Fund (5.2%), Putnam Short Term Investment Fund, Class P (4.6%). Go to all POWYX holdings, POWYX sectors, or POWYX dividends.

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