PAHEX Mutual Fund

PAHEX Mutual Fund (Franklin Retirement Advantage 2055 Fund Class R3) is managed by Franklin Templeton Investments (US). PAHEX expense ratio is 0.95%, holding 3 positions across various sectors. Inception date: 2020-09-01.

PAHEX performance shows a YTD return of 10.12%. The 1-year return is 13.74% and the 5-year return is 10.11%. PAHEX dividend yield stands at 2.44%, paid annually.

PAHEX top holdings include Putnam Dynamic Asset Allocation Growth Fund (68.0%), Franklin Dynamic Asset Allocation Balanced Ltd (31.5%), Putnam Short Term Investment Fund, Class P (0.5%), Cash and Cash Equivalents (0.0%). Go to all PAHEX holdings, PAHEX sectors, or PAHEX dividends.

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