PAEHX Mutual Fund

PAEHX Mutual Fund (Franklin Retirement Advantage Plus 2050 Fund Class R4) is managed by Franklin Templeton Investments (US). PAEHX expense ratio is 0.84%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PAEHX performance shows a YTD return of 6.59%. The 1-year return is 9.48% and the 5-year return is 7.64%. PAEHX dividend yield stands at 1.48%.

PAEHX top holdings include Putnam Dynamic Asset Allocation Growth Fund (71.7%), Franklin Dynamic Asset Allocation Equity Fund (23.4%), Clarion Partners Real Estate Income Fund Class I Class I (1.7%), Franklin Bsp Lending Fund - R6 (1.7%), Putnam Short Term Investment Fund, Class P (1.5%). Go to all PAEHX holdings, PAEHX sectors, or PAEHX dividends.

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