PREKX Mutual Fund

PREKX Mutual Fund (Franklin Retirement Advantage Plus 2045 Fund Class R6) is managed by Franklin Templeton Investments (US) with $10.7M in net assets. PREKX expense ratio is 0.58%, holding 8 positions across various sectors. Inception date: 2016-09-01.

PREKX performance shows a YTD return of 7.60%. The 1-year return is 13.21% and the 5-year return is 7.73%. PREKX dividend yield stands at 1.61%, paid annually.

PREKX top holdings include Putnam Dynamic Asset Allocation Growth Fund (84.9%), Franklin Dynamic Asset Allocation Balanced Ltd (5.9%), Putnam Short Term Investment Fund (3.2%), Franklin Bsp Lending Fund (2.1%), Clarion Partners Real Estate Income Fund Class I Class I (2.1%). Go to all PREKX holdings, PREKX sectors, or PREKX dividends.

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