PAESX Mutual Fund
PAESX Mutual Fund
PAESX Mutual Fund
Franklin Retirement Advantage Plus 2055 Fund Class R5
PAESX Mutual Fund Overview
PAESX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class R5) is managed by Franklin Templeton Investments (US). PAESX expense ratio is 0.60%, holding 8 positions across various sectors. Inception date: 2021-01-04.
PAESX performance shows a YTD return of 7.10%. The 1-year return is 10.14% and the 5-year return is 8.28%. PAESX dividend yield stands at 1.48%.
PAESX top holdings include Putnam Dynamic Asset Allocation Growth Fund (54.5%), Franklin Dynamic Asset Allocation Equity Fund (42.7%), Clarion Partners Real Estate Income Fund Class I Class I (1.2%), Franklin Bsp Lending Fund - R6 (1.2%), Putnam Short Term Investment Fund, Class P (0.4%). Go to all PAESX holdings, PAESX sectors, or PAESX dividends.
PAESX can be compared against other funds. Use PAESX overlap to find shared positions, or PAESX vs another fund for a side-by-side view. PAESX alternatives are available via the screener, along with tax-loss harvesting opportunities.