PACRX Mutual Fund

PACRX Mutual Fund (Franklin Dynamic Asset Allocation Conservative Fund Class R) is managed by Franklin Templeton Investments (US) with $10.0M in net assets. PACRX expense ratio is 1.21%, holding 2287 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-01-21.

PACRX performance shows a YTD return of 1.40%. The 1-year return is 3.21% and the 5-year return is 3.29%. PACRX dividend yield stands at 2.44%.

PACRX top holdings include Putnam Short Term Investment Fund (6.0%), Nvidia Corp (3.5%), Apple, Inc (3.3%), Fncl 5 9/25 Mtge (2.8%), Umbs 30Yr Tba(Reg A) 2.5 Sep 14, 2020 (2.5%). Go to all PACRX holdings, PACRX sectors, or PACRX dividends.

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