PAETX Mutual Fund

PAETX Mutual Fund (Franklin Retirement Advantage Maturity Fund Class Y) is managed by Franklin Templeton Investments (US). PAETX expense ratio is 0.55%, holding 2 positions across various sectors. Inception date: 2020-09-01.

PAETX performance shows a YTD return of 2.90%. The 1-year return is 6.29% and the 5-year return is 4.48%. PAETX dividend yield stands at 3.98%, paid monthly.

PAETX top holdings include Franklin Multi-Asset Income Fund (94.2%), Putnam Short Term Investment Fund, Class P (6.1%), Cash and Cash Equivalents (-0.3%). Go to all PAETX holdings, PAETX sectors, or PAETX dividends.

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