PREGX Mutual Fund
PREGX Mutual Fund
Franklin Retirement Advantage Plus 2035 Fund Class R6
PREGX Mutual Fund Overview
PREGX Mutual Fund (Franklin Retirement Advantage Plus 2035 Fund Class R6) is managed by Franklin Templeton Investments (US) with $19.3M in net assets. PREGX expense ratio is 0.55%, holding 7 positions across sectors including Unknown. Inception date: 2016-09-01.
PREGX performance shows a YTD return of 4.29%. The 1-year return is 10.28% and the 5-year return is 5.56%. PREGX dividend yield stands at 1.82%, paid annually.
PREGX top holdings include Putnam Esg Core Bond Etf (32.4%), Putnam Sustainable Leaders Etf (31.1%), Putnam Sustainable Future Etf (14.7%), Putnam Panagora Esg Int Eq ETF (9.4%), Putnam Esg Ultra Short Etf (6.9%). View all PREGX holdings, sector breakdown, or dividend history.
PREGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PREGX alternatives are available via the screener, along with tax-loss harvesting opportunities.