PREVX Mutual Fund
PREVX Mutual Fund
Franklin Retirement Advantage Plus 2055 Fund Class R6
PREVX Mutual Fund Overview
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 sectors including Unknown. Inception date: 2016-09-01.
PREVX performance shows a YTD return of 6.83%. The 1-year return is 15.38% and the 5-year return is 7.71%. PREVX dividend yield stands at 1.55%, paid annually.
PREVX top holdings include Putnam Sustainable Leaders Etf (43.5%), Putnam Sustainable Future Etf (21.0%), Putnam Panagora Esg Int Eq ETF (16.8%), Putnam Esg Core Bond Etf (7.2%), Putnam Sustainable Retirement 2055 Fund Class R (5.9%). View all PREVX holdings, sector breakdown, or dividend history.
PREVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PREVX alternatives are available via the screener, along with tax-loss harvesting opportunities.