PMIVX Mutual Fund

PMIVX Mutual Fund (Franklin Multi-Asset Income Fund Class R6) is managed by Franklin Templeton Investments (US). PMIVX expense ratio is 0.48%, holding 1942 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2023-02-10.

PMIVX performance shows a YTD return of 3.06%. The 1-year return is 5.72% and the 5-year return is 4.62%. PMIVX dividend yield stands at 3.82%, paid monthly.

PMIVX top holdings include Mutual Fund (18.2%), Putnam Short Term Investment Fund (4.9%), Nvidia Corp (1.8%), Apple, Inc (1.6%), Fannie Mae Or Freddie Mac 6 (1.5%). Go to all PMIVX holdings, PMIVX sectors, or PMIVX dividends.

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