PREHX Mutual Fund

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 4.46%. The 1-year return is 10.43% and the 5-year return is 7.13%. PREHX dividend yield stands at 1.87%, paid annually.

PREHX top holdings include Putnam Dynamic Asset Allocation Growth Fund (55.5%), Putnam Dynamic Asset Allocation Balanced Fund (34.5%), Putnam Short Term Investment Fund (4.1%), Franklin Bsp Lending Fund (3.0%), Clarion Partners Real Estate Income Fund Class I Class I (3.0%). Go to all PREHX holdings, PREHX sectors, or PREHX dividends.

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