PAFVX Mutual Fund

PAFVX Mutual Fund (Franklin Retirement Advantage 2030 Fund Class R5) is managed by Franklin Templeton Investments (US). PAFVX expense ratio is 0.55%, holding 4 positions across various sectors. Inception date: 2020-09-01.

PAFVX performance shows a YTD return of 2.85%. The 1-year return is 4.98% and the 5-year return is 5.42%. PAFVX dividend yield stands at 5.31%.

PAFVX top holdings include Putnam Dynamic Asset Allocation Conservative Fund (56.0%), Franklin Multi-Asset Income Fund (23.8%), Putnam Dynamic Asset Allocation Balanced Fund (14.3%), Putnam Short Term Investment Fund, Class P (6.0%), Cash and Cash Equivalents (-0.0%). Go to all PAFVX holdings, PAFVX sectors, or PAFVX dividends.

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