PAEPX Mutual Fund

PAEPX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class R4) is managed by Franklin Templeton Investments (US). PAEPX expense ratio is 0.75%, holding 8 positions across various sectors. Inception date: 2021-01-04.

PAEPX performance shows a YTD return of 6.90%. The 1-year return is 9.92% and the 5-year return is 8.11%. PAEPX dividend yield stands at 1.34%.

PAEPX top holdings include Putnam Dynamic Asset Allocation Growth Fund (54.5%), Franklin Dynamic Asset Allocation Equity Fund (42.7%), Franklin Bsp Lending Fund - R6 (1.2%), Clarion Partners Real Estate Income Fund Class I Class I (1.2%), Putnam Short Term Investment Fund, Class P (0.4%). Go to all PAEPX holdings, PAEPX sectors, or PAEPX dividends.

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