PAEQX Mutual Fund

PAEQX Mutual Fund (Franklin Retirement Advantage 2050 Fund Class R) is managed by Franklin Templeton Investments (US). PAEQX expense ratio is 1.20%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAEQX performance shows a YTD return of 9.20%. The 1-year return is 12.68% and the 5-year return is 9.25%. PAEQX dividend yield stands at 3.19%, paid annually.

PAEQX top holdings include Putnam Dynamic Asset Allocation Growth Fund (89.6%), Franklin Dynamic Asset Allocation Equity Fund (9.0%), Putnam Short Term Investment Fund, Class P (1.4%), Cash and Cash Equivalents (0.0%). Go to all PAEQX holdings, PAEQX sectors, or PAEQX dividends.

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