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 3.80%. The 1-year return is 4.54% and the 5-year return is 6.19%. PREGX dividend yield stands at 1.82%, paid annually.

PREGX top holdings include Putnam Dynamic Asset Allocation Balanced Fund (79.5%), Franklin Multi-Asset Income P (5.0%), Putnam Short Term Investment Fund, Class P (4.9%), Clarion Partners Real Estate Income Fund Class I Class I (3.9%), Franklin Bsp Lending Fund - R6 (3.9%). 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.