PAAYX Mutual Fund

PAAYX Mutual Fund (Franklin Retirement Advantage Plus 2040 Fund Class R4) is managed by Franklin Templeton Investments (US). PAAYX expense ratio is 0.81%, holding 6 positions across various sectors. Inception date: 2021-01-04.

PAAYX performance shows a YTD return of 4.93%. The 1-year return is 7.37% and the 5-year return is 5.75%. PAAYX dividend yield stands at 1.70%.

PAAYX top holdings include Putnam Dynamic Asset Allocation Growth Fund (55.8%), Putnam Dynamic Asset Allocation Balanced Fund (34.3%), Putnam Short Term Investment Fund, Class P (4.1%), Clarion Partners Real Estate Income Fund Class I Class I (2.9%), Franklin Bsp Lending Fund - R6 (2.9%). Go to all PAAYX holdings, PAAYX sectors, or PAAYX dividends.

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