PREGX Mutual Fund

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 various sectors. Inception date: 2016-09-01.

PREGX performance shows a YTD return of 3.41%. The 1-year return is 8.54% and the 5-year return is 5.26%. PREGX dividend yield stands at 1.83%, 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 International Equity Etf (9.4%), Putnam Esg Ultra Short Etf (6.9%). Go to all PREGX holdings, PREGX sectors, or PREGX dividends.

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