PAEZX Mutual Fund

PAEZX Mutual Fund (Franklin Retirement Advantage 2050 Fund Class A) is managed by Franklin Templeton Investments (US). PAEZX expense ratio is 0.80%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAEZX performance shows a YTD return of 9.52%. The 1-year return is 13.16% and the 5-year return is 9.69%. PAEZX dividend yield stands at 3.08%, paid annually.

PAEZX 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 PAEZX holdings, PAEZX sectors, or PAEZX dividends.

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