PREHX Mutual Fund
PREHX Mutual Fund
Franklin Retirement Advantage Plus 2040 Fund Class R6
PREHX Mutual Fund Overview
PREHX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class R6) is managed by Franklin Templeton Investments (US). PREHX expense ratio is 0.56%, holding 8 positions across various sectors. Inception date: 2016-09-01.
PREHX performance shows a YTD return of 5.36%. The 1-year return is 12.33% and the 5-year return is 6.46%. PREHX dividend yield stands at 1.89%, paid annually.
PREHX top holdings include Putnam Sustainable Leaders Etf (36.0%), Putnam Esg Core Bond Etf (21.6%), Putnam Sustainable Future Etf (17.1%), Putnam Panagora Esg Int Eq ETF (12.3%), Putnam Esg Ultra Short Etf (5.8%). View all PREHX holdings, sector breakdown, or dividend history.
PREHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PREHX alternatives are available via the screener, along with tax-loss harvesting opportunities.