PREVX Mutual Fund

PREVX Mutual Fund (Franklin Retirement Advantage Plus 2055 Fund Class R6) is managed by Franklin Templeton Investments (US). PREVX expense ratio is 0.50%, holding 8 positions across various sectors. Inception date: 2016-09-01.

PREVX performance shows a YTD return of 7.16%. The 1-year return is 10.32% and the 5-year return is 7.34%. PREVX dividend yield stands at 1.55%.

PREVX top holdings include Putnam Dynamic Asset Allocation Growth Fund (54.5%), Franklin Dynamic Asset Allocation Equity Fund (42.7%), Clarion Partners Real Estate Income Fund Class I Class I (1.2%), Franklin Bsp Lending Fund - R6 (1.2%), Putnam Short Term Investment Fund, Class P (0.4%). Go to all PREVX holdings, PREVX sectors, or PREVX dividends.

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