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 8.35%. The 1-year return is 14.61% and the 5-year return is 7.34%. PREVX dividend yield stands at 1.53%, paid annually.

PREVX top holdings include Putnam Dynamic Asset Allocation Growth Fund (54.6%), Franklin Dynamic Asset Allocation Balanced Ltd (42.6%), Franklin Bsp Lending Fund (1.2%), Clarion Partners Real Estate Income Fund Class I Class I (1.2%), Putnam Short Term Investment Fund (0.4%). 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.