PREWX Mutual Fund

PREWX Mutual Fund (Franklin Retirement Advantage Plus Maturity Fund Class R6) is managed by Franklin Templeton Investments (US) with $3.7M in net assets. PREWX expense ratio is 0.58%, holding 7 positions across various sectors. Inception date: 2016-09-01.

PREWX performance shows a YTD return of 2.19%. The 1-year return is 6.30% and the 5-year return is 4.55%. PREWX dividend yield stands at 3.51%, paid monthly.

PREWX top holdings include Putnam Esg Core Bond Etf (52.0%), Putnam Esg High Yield Etf (17.1%), Putnam Sustainable Leaders Etf (14.0%), Putnam Sustainable Future Etf (6.8%), Putnam Esg Ultra Short Etf (5.8%). Go to all PREWX holdings, PREWX sectors, or PREWX dividends.

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