PREVX Mutual Fund

PREVX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class R6) is managed by Franklin Templeton Investments (US). PREVX expense ratio is 0.50%, holding 8 positions across various sectors. Inception date: 2016-09-01.

PREVX performance shows a YTD return of 5.90%. The 1-year return is 13.19% and the 5-year return is 8.47%. PREVX dividend yield stands at 1.57%, paid annually.

PREVX top holdings include Putnam Sustainable Leaders Etf (43.5%), Putnam Sustainable Future Etf (21.0%), Putnam Panagora Esg International Equity Etf (16.8%), Putnam Esg Core Bond Etf (7.2%), Putnam Sustainable Retirement 2055 Fund Class R (5.9%). Go to all PREVX holdings, PREVX sectors, or PREVX dividends.

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